Blue Chip Income
The Blue Chip Income strategy seeks long term capital appreciation with downside protection by investing in a diversified portfolio of high quality Blue Chip stocks and ETFs in low risk markets and protecting principal in high risk markets by moving up to 100% in cash. Market exposure is adjusted by monitoring long term market trends to evaluate the risk and reward of owning equities versus protecting capital.
- 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 and ETF's offer high-quality consistency and the ability to operate profitability even as economic growth changes