Portfolios

Download an overview of our portfolios.


Domestic Equity International Equity ETF Series Specialty
Large Cap Growth International Equity Libertas 30 Defensive Alpha
Mid Cap Growth International Select Global Allocation Plus Power Dividend
Small-to-Mid Growth Emerging Markets US Equity Sector Plus Covered Call
Small Cap Growth
All Cap Core
 
 
Global Equity
Global Select
 
 
US Equity Sector Plus featuring
AlphaDex®
Global Allocation Plus featuring
AlphaDex®
 
Fundamental 'A'
Concentrated High Dividend Income
High Dividend Income

White Papers

The Evolution and Mutation of ETF Sharks since October 2016 - (Revised Feb. 2018) Diamonds in the Rough - August 2016
The Right Mix of Growth & Dividend Retirement Stocks - Feb. 2018 Dividend Oasis - June 2016
How the Robo Advisor Revolution may be Leading to an Impending Disaster - Oct. 2017 Income and Growth Stocks - March 2016
   

The above equity management portfolios are domiciled at brokerage firms or banks. Please contact your financial consultant for information.

We are excited to introduce you to Navellier's equity portfolios. Not only are these portfolios designed to outperform their respective stock market benchmarks, but we strive to achieve consistent returns without unnecessary volatility. Furthermore, when investors combine growth investing with value investing, they typically enjoy a significant decline in the volatility and risk associated with their overall stock portfolios. This is why we strongly encourage investors to "mix" our respective equity management portfolios with portfolios offered by other fine money managers.

Please seek the advice of a professional investment consultant who can evaluate your risk and return parameters and determine how to properly allocate your investment portfolio using these and other asset classes.

Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.

All of us at Navellier appreciate your interest in our firm and will strive to help you in any way with your equity investments.