Blue Chip Core
Strategy Description
The objective of the Blue Chip Core model is capital appreciation with downside protection. The strategy invests in a diversified portfolio of Blue Chip stocks in low risk markets and protects principal in high risk markets by moving up to 100% in cash. The strategy proactively monitors long‐term market trends to evaluate the risk/reward of owning equities versus protecting capital.
Key Benefits
- Ability to move up to 100% cash
- Strict and unemotional sell discipline using both technical and fundamental criteria
- Broad sector diversification and low turnover for tax efficiency
- Blue Chip stocks offer high quality, consistency, and the ability to operate profitability even as economic growth changes