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.

 

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.