Portfolio Strategies

Search the Revisor suite of Sleeves and Models

Featured
Provider
Clear
Strategy Type
Clear
Asset Class
Clear
Style
Clear
Cap Size
Clear
Risk Level
Clear
Geography
Clear
Series Type
Clear
Clear All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Results 1

Showing Portfolios 1 to3 of 6

Filtering by:
Tag
Operator
Value
1131
•
Revisor
•
Model
Capital Protection Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1132
•
Revisor
•
Model
Balanced Conservative Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1133
•
Revisor
•
Model
Moderate Conservative Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1134
•
Revisor
•
Model
Conservative Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1135
•
Revisor
•
Model
Balanced Growth Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1136
•
Revisor
•
Model
Moderate Growth Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1137
•
Revisor
•
Model
Growth Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1138
•
Revisor
•
Model
Balanced Aggressive Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1139
•
Revisor
•
Model
Moderate Aggressive Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
1140
•
Revisor
•
Model
Aggressive Dave Ramsey Mutual Fund Portfolio
The Dave Ramsey Mutual Fund Equity 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Dave Ramsey Mutual Fund
Min. Investment:
$500.00
Management Fee:
.15%
No Portfolios Match
Reset All