Invest in America Equity Strategy

Investment Philosophy

Our investment strategy is centered around U.S. based companies representing growth and value stocks in each sector of the U.S. economy.  We invest in industry leaders striving to potentially outperform the market over the long term.  We seek to invest in good businesses presenting consistent prior year returns and future growth or income potential.  The final result is a well-diversified strategy containing 50-55 U.S. stocks.  We suggest a minimum holding period of five years which allows our investors to take advantage of a typical full market investment cycle.

 

 

Stock Selection

Through fundamental research, we attempt to gain a thorough understanding of the prospects of each company, its appreciation potential, and the degree to which it will serve our client’s interests either as a growth investment, dividend paying holding, or combination of the two. 

 

  1. Start with Dow Jones, S&P 500, NASDAQ Index’s.

  2. Screen for U.S. stocks in each respective industry. No foreign holdings.

  3. Screen for higher, favorable yielding dividend stocks in each industry.

  4. Consider each industry favoring larger companies over smaller-to-midsize companies.    

  5. Evaluate long term consistent performance over each time period
    YTD / 3 month / 1 year / 3 year / 5 year / 10 year / 15 year.

  6. Review P/E and Dividend Yields.

  7. Seek stocks trading below their 52 week high. 

  8. Avoid commodities, MLP Investments, Closed End funds

  9. Invest in each stock equally.

Risk Management*

Utilizing stop loss orders to limit stocks to a maximum downside of 15-20% could potentially raise overall returns through each market cycle.  Implementing these stop losses may give individuals additional confidence to hold investments for longer periods of time which many result, ideally, in increased returns.

 

 

 

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material.  Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.  Past performance may not be indicative of future results.  Dividends are not guaranteed and must be authorized by the company’s board of directors.  Raymond James Financial Services, Inc. its affiliates, officers, directors or branch offices may in the normal course of business have a position in any securities mentioned in this report.  This information is not intended as a solicitation or an offer to buy or sell any individual security referred to above as not part of the total portfolio.  Investing involves risk and you may incur a profit or loss regardless of strategy selected.  Investments mentioned may not be suitable for all investors.  Please note that the strategy provided above is general and investment decisions should only be made after a discussion with the appropriate professional about your individual situation.  There is no guarantee that the strategy will meet its investment objectives.  Diversification does not ensure a profit or guarantee against a loss. 

*Stop loss orders do not guarantee protection against a loss, in particular, during volatile market conditions, these orders may be executed at prices

significantly below the "stop price" set.

 Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.© 2019  All Rights Reserved. Privacy Policy. Richard Hendry is a Branch Manager for Raymond James Financial Services, Inc.

 

 

 

 

Georgia Office - 11175 Cicero Drive // Suite 100 // Alpharetta, GA 30022

O: 404 403 4030

 

Colorado Office - 11001 W. 120th Ave. // Suite 400 // Broomfield, CO 80021 

O: 720 403 4286 

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F: 770 234 5827 // T: 877 811 9090