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Showing Portfolios 1 to3 of 6
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Capital Protection
1141-M-ST-PSS-CAPITAL PROTECTION-10EQ-DAVE RAMSEY SMA
The Dave Ramsey SMA portfolio was designed to give exposure to equity markets via the Dave Ramsey asset allocation methodology. Approximately 25% of the portfolio is invested in aggressive growth stocks, 25% is invested in growth and income stocks, 25% is invested in growth companies, and 25% is invested in international stocks. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
read moreProvider:
Revisor
Risk Level:
Capital Protection
Min. Investment:
Series Type:
Dave Ramsey SMA
Management Fee:
.20%
Balanced Conservative
1142-M-ST-PSS-BALANCED CONSERVATIVE-20EQ-DAVE RAMSEY SMA
The Dave Ramsey SMA portfolio was designed to give exposure to equity markets via the Dave Ramsey asset allocation methodology. Approximately 25% of the portfolio is invested in aggressive growth stocks, 25% is invested in growth and income stocks, 25% is invested in growth companies, and 25% is invested in international stocks. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
read moreProvider:
Revisor
Risk Level:
Balanced Conservative
Min. Investment:
Series Type:
Dave Ramsey SMA
Management Fee:
.20%
Moderate Conservative
1143-M-ST-PSS-MODERATE CONSERVATIVE-30EQ-DAVE RAMSEY SMA
The Dave Ramsey SMA portfolio was designed to give exposure to equity markets via the Dave Ramsey asset allocation methodology. Approximately 25% of the portfolio is invested in aggressive growth stocks, 25% is invested in growth and income stocks, 25% is invested in growth companies, and 25% is invested in international stocks. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
read moreProvider:
Revisor
Risk Level:
Moderate Conservative
Min. Investment:
Series Type:
Dave Ramsey SMA
Management Fee:
.20%
Conservative
1144-M-ST-PSS-CONSERVATIVE-40EQ-DAVE RAMSEY SMA
The Dave Ramsey SMA portfolio was designed to give exposure to equity markets via the Dave Ramsey asset allocation methodology. Approximately 25% of the portfolio is invested in aggressive growth stocks, 25% is invested in growth and income stocks, 25% is invested in growth companies, and 25% is invested in international stocks. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
read moreProvider:
Revisor
Risk Level:
Conservative
Min. Investment:
Series Type:
Dave Ramsey SMA
Management Fee:
.20%
Balanced Growth
1145-M-ST-PSS-BALANCED GROWTH-50EQ-DAVE RAMSEY SMA
The Dave Ramsey SMA portfolio was designed to give exposure to equity markets via the Dave Ramsey asset allocation methodology. Approximately 25% of the portfolio is invested in aggressive growth stocks, 25% is invested in growth and income stocks, 25% is invested in growth companies, and 25% is invested in international stocks. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
read moreProvider:
Revisor
Risk Level:
Balanced Growth
Min. Investment:
Series Type:
Dave Ramsey SMA
Management Fee:
.20%
Moderate Growth
1146-M-ST-PSS-MODERATE GROWTH-60EQ-DAVE RAMSEY SMA
The Dave Ramsey SMA portfolio was designed to give exposure to equity markets via the Dave Ramsey asset allocation methodology. Approximately 25% of the portfolio is invested in aggressive growth stocks, 25% is invested in growth and income stocks, 25% is invested in growth companies, and 25% is invested in international stocks. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
read moreProvider:
Revisor
Risk Level:
Moderate Growth
Min. Investment:
Series Type:
Dave Ramsey SMA
Management Fee:
.20%
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