Portfolio Strategies

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Showing Portfolios 1 to3 of 6

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Operator
Value
1141
•
Revisor
•
Model
Capital Protection 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1142
•
Revisor
•
Model
Balanced Conservative 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1143
•
Revisor
•
Model
Moderate Conservative 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1144
•
Revisor
•
Model
Conservative 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1145
•
Revisor
•
Model
Blanaced Growth 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1146
•
Revisor
•
Model
Moderate Growth 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1147
•
Revisor
•
Model
Growth 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1148
•
Revisor
•
Model
Balanced Aggressive 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1149
•
Revisor
•
Model
Moderate Aggressive 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
1150
•
Revisor
•
Model
Aggressive 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.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Dave Ramsey SMA
Min. Investment:
Management Fee:
.20%
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