Capital Markets Evaluation Tools

We offer a family of structured equity portfolios
comprised of large capitalization companies, mid cap companies,
and real estate securities. Our large cap portfolios have
historically generated total annual returns of approximately
3% to 5% above the S&P 500 index. Each structured
portfolio holds stocks in a low maintenance strategy
designed to generate a reliable performance advantage
and reduce the risk of loss. 

Our Model Portfolios Include:
Prime Performance Portfolio (PPP) a diversified list of about twenty five stocks
offering high performance that consistently exceeds the S&P 500stock index.
 This strategy offers a reasonable blend of risk and performance.
 Its limited diversification means it is subject to greater company specific
risk, but its concentration of companies selected for their strong performance
 rankings helps it achieve excellent returns. The Prime Performance
portfolio offers expected annual performance
 advantage over the S&P 500 of approximately 3.00%.  More ...

Prime Plus Performance Portfolio (PPP+) a diversified list of about thirty five
stocks that offers high performance that consistently exceeds the S&P 500 stock index.
 This strategy is ideal for larger portfolios wanting strong performance
relative to the S&P 500 with ample diversification so that individual stock returns
 have minimal impact on their portfolio’s return.The Prime Plus strategy offers an annual
 performance advantage of approximately 2.70%. More...

Small Industry Portfolio (SI) a concentrated list of about fifteen large capitalization
stocks offering very high long-term performance and greater annual fluctuation in value
 relative to the S&P 500 stock index. This concentrated stock portfolio is
 more susceptible to the performance of individual company returns.
 It is also the model portfolio with strongest expected performance relative to the S&P 500.
 Small Industry portfolio strategy offering an annual performance
 advantage of approximately 5.45%. More...

MidCap Portfolio (MC) is a portfolio of ten to eighteen companies
 selected from the Standard & Poor’s Midcap 400 stock index.
 This portfolio is designed to offer exception performance
versus the Midcap 400 stock index. More...

Real Estate Portfolio (RE) is a portfolio of ten real estate investment trusts or
property companies diversified among the various categories of commercial real estate.
 The portfolio offers strong consistent  performance when
 compared to the NAREIT index for all equity Reits. More...

 For investors who are comfortable using stock index options
 and understand the risks associated with selling options,
 model portfolios can be combined with put and call options
 that track Standard & Poor’s 500 stock index
 to achieve attractive risk adjusted returns. More...