The SMID Portfolio is a growth portfolio comprised of stocks with a $10 billion and under market capitalization. Stock selection is guided by a variety of analysts ratings in addition to relevant fundamental factors that indicated the best, favorable growth outcomes. Positions may be replaced at any time or for any reason which may include but not limited to no confidence by analysts or any other reason deemed by the portfolio manager.
Investment Minimum
$150,000
Number of Holdings
15 to 25
Portfolio Manager
- Bobby Peters
- CIMA®
- CRPS®
- MBA
BENEFITS OF OUR SMID PORTFOLIO:
- Growth potential: Small and mid-cap companies tend to have higher growth potential than larger companies, as they are often in the early stages of their growth cycle and have more room for expansion.
- Diversification: SMID portfolios can provide diversification benefits, as they are invested in a wide range of small and mid-cap companies across different sectors and industries. This can help to reduce risk for investors.
- Undervaluation: Small and mid-cap companies are often overlooked by larger institutional investors, which can lead to them being undervalued. Investing in SMID portfolios can provide investors with an opportunity to take advantage of these undervalued companies.
- Active management: SMID portfolios are actively managed, which can provide investors with a high level of customization and flexibility in their investment strategy.
- Higher returns: SMID portfolios have the potential to generate higher returns than larger cap portfolios as they invest in companies that have higher growth potential.
This algorithm portfolio model includes analysis initiated as of 2021. Performance calculations are all “net of fees” but do not take into account capital gains taxes. This performance calculation also does not take into account timing differences between the model portfolio selections and purchases made based on those selections by actual investors. Over certain periods the model portfolio incurred losses and over time the model portfolio is expected to continue to pose a risk of negative investment returns. This model portfolio does not address the specific investment objectives, financial situation, nor particular needs of any person. Stocks in the model portfolio will not be suitable for all investors. In calculating model portfolio performance dividends are assumed to be reinvested in the model portfolio. Past performance of the model portfolio is not a reliable indicator of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trulytics Financial Corp are separate entities from LPL Financial.