| Stocks? | Bonds? | Commodities? | Real Estate? |
Cash? |
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Opportunities Abound ↔ Start Capitalizing |
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Our Strategy, Your Advantage $$ Real-time model portfolio allocations based on the You Capitalize Asset Allocation System™. Easy to follow investments through your brokerage, mutual fund and retirement accounts.
FOCUS MODEL PORTFOLIO:
- For investors seeking long-term growth.
- Easily tracked through brokerage accounts.
- Objective: Above market growth by taking on higher risk, utilizing the style/size segments and the various sectors of the stock, bond, cash markets. This portfolio may also use hybrid asset classes and leveraged investment techniques to enhance returns.
TOTAL MARKET MODEL PORTFOLIO:
- For investors seeking long-term growth.
- Easily tracked through brokerage accounts, mutual funds and most self-directed plans.
- Objective: Above market growth with reasonable exposure to risk, utilizing the stock, bond or cash markets.
50/50 MODEL PORTFOLIO:
- For investors who are nearing or are currently seeking investment income (i.e. retirement).
- Easily tracked through brokerage accounts, mutual funds and most self-directed plans.
- Objective: Modest growth with low exposure to risk, 50% growth; utilizing the stock, bond or cash markets and 50% income; utilizing the bond or cash markets.
INCOME MODEL PORTFOLIO:
- For investors with short-term investing needs.
- Easily tracked through brokerage accounts, mutual funds and most self-directed plans.
- Objective: Capital preservation with very low exposure to risk, devoting 100% to the bond or cash markets.
Added Bonus! You Capitalize "Best In The Biz", our lists of the best diversified no-load mutual funds from the stock, bond and cash market categories.
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Essential tools and information to enhance your portfolio returns
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Stock
Picker
identifies the stocks of companies that have the
potential for significant price appreciation. Stock Picker's
strategy is to find undervalued companies that possess solid
balance sheets, earnings of high quality with the personnel in
place to excel in their given industry.
$ Short-Term Signals utilizes the You Capitalize Contrarian Wave™ to take advantage of expected short-term market rallies. On a buy signal, three exchange traded funds (ETF’s) are selected from segments of the stock market that are likely to outperform the market as a whole.
$ You Capitalize has gone global! World Markets uses a modified version of our famed asset allocation system to hone in on the best of the international stock markets. Easily tracked through brokerage accounts.
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Which
investments made our Overvalued and Avoid lists? The
Flip Side page has 'em. We scan the marketplace, from the
individual stock arena to no-load mutual funds and name those that
are not up to the You Capitalize standards.
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$ You Capitalize Research Department, an up-to-date historical data base of trends in the stock market, housing market, gold prices, GDP, inflation, unemployment and interest rates.
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