![](https://static.wixstatic.com/media/c0ed08_0b451eedba7a42aba0d41ab66353366af000.jpg/v1/fill/w_147,h_83,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/c0ed08_0b451eedba7a42aba0d41ab66353366af000.jpg)
Power Factor All Cap High Dividend
The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies. The portfolio typically seeks to select stocks with high dividend yields, which can provide investors with a steady stream of income.
30 Stocks
The strategy is designed to provide investors with exposure to a diversified portfolio of 30 stocks, spanning different market capitalizations and sectors, to help reduce risk and enhance long-term returns. The strategy is always fully invested.
Quarterly Rebalance
A quarterly rebalancing process is used to maintain a value bias, focus on quality companies, and preserve a high dividend yield, ensuring that the portfolio is always optimized to generate income while managing risk.
High Dividend
This dividend-focused investment strategy aims to build a portfolio of high-quality dividend-paying stocks while avoiding MLPs and K-1 income to generate a high dividend yield and provide investors with a reliable stream of income.
Long-term Growth
By using multi-factor analysis and quarterly rebalancing, the strategy seeks to buy undervalued stocks while maintaining quality and taking into consideration fresh fundamentals, in an effort to generate long-term price appreciation.
Multi-Factor
The strategy uses quantitative analysis to identify undervalued dividend-paying stocks with strong fundamentals, including attractive sales dynamics, high free cash flow, and low P/E multiples.
Cyborg PM
This strategy is managed systematically by advanced technology, using a rules-based approach to stock selection and portfolio management, which removes emotion from investing decisions and ensures that choices are data-driven.