White Papers

The Right Mix of Growth & Dividend Equity Portfolios - December 2018 How the Robo Advisor Revolution may be Leading to an Impending Disaster - Oct. 2017
Honey, I Shrunk the Stock Market - August 2018 Diamonds in the Rough - August 2016
How to Sell Short - as a Portfolio Hedging Tool - July 2018 Dividend Oasis - June 2016
The Evolution and Mutation of ETF Sharks since October 2016 - (Revised Feb. 2018) 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.