Philosophy

At Revere, we invest based upon both fundamental and technical analysis.  We pride ourselves at having predefined sell rules that allow us to minimize loss while maximizing potential gains.

5 Core Strategies as Part of an Overall Portfolio

Blue Chip Income PortfolioBlue Chip Income Strategy

This portfolio is for clients who desire “income” and want more predictable cash flow. The portfolio utilizes dividend stocks, utilities, high yield bonds, corporate bonds, government bonds and real estate investment trusts. The stocks and exchange-traded funds in this portfolio have a higher yield/dividend than the yield of the S&P 500.

 

ETF StrategyETF Sector Rotation

This portfolio utilizes exchange-traded funds exclusively. The strategy can deliver powerful performance while enjoying low volatility and diversification. This strategy utilizes a proprietary methodology to determine emerging sectors and participate in large percentage upside moves via exchange-traded funds.

This portfolio, like all Revere Asset portfolios, has a defined sell strategy. This means that should a correction occur the portfolio would quickly raise cash to protect investors. The portfolio will occasionally utilize inverse exchange-traded funds to take advantage of corrective moves in the market.

 

ETF StrategyRobotection®

Based upon a “Robo-Advisor” model, this portfolio invests in a diversified allocation of stocks, bonds, commodities, real estate investment trusts, and precious metals using exchange-traded funds. This portfolio reallocates based on specific proprietary mid-term and longer-term indicators.

Although this portfolio doesn’t trade often, it does have a sell strategy. Revere Asset’s version of a “Robo” portfolio is unlike any “Robo” portfolio in the world. Our Robotection portfolio includes our proprietary sell discipline. As is the case with all of our portfolios, protecting your wealth & managing risks are paramount at Revere. Our proprietary methodology limits susceptibility to devastating drawdowns investors suffer like 2001 and 2008.

 

Stocks & ETFsStock & ETF

As the title suggests, this portfolio is constructed using both stocks & exchange-traded funds. This strategy utilizes a proprietary methodology to determine emerging sectors to participate in the largest percentage upside moves in stocks and exchange-traded funds.

In addition the strategy is diversified and limits non-specific stock risk and reduces volatility for investors. This portfolio, like all Revere Asset Portfolios, has a sell strategy. This means that should a correction occur the portfolio would quickly raise cash to protect investors. The portfolio will occasionally utilize inverse exchange-traded funds to take advantage of corrective moves in the market.

 

ETF StrategyGrotection®

This is our most aggressive and most active portfolio. The portfolio focuses primarily on trending high beta stocks and exchange-traded funds. This portfolio like all Revere Asset portfolios has a sell strategy. This means that should a correction occur the portfolio would quickly raise cash to protect investors. The portfolio will occasionally utilize inverse exchange-traded funds to take advantage of corrective moves in the market. This portfolio performs well in uptrending or downtrending markets, but is susceptible to “whipsaw” in sideways or choppy markets.


For a detailed understanding of any or all five of these strategies and our strict sell discipline, we invite you in for a complimentary visit.  Click here to contact us and schedule an appointment. If you can come in during market hours, even better.  We will actually show you what we are looking at in real-time and how we make market decisions. This is your money, and nobody cares about it more than you do.  It is important that you at least understand the overall philosophy and methodology your advisor is employing with your hard earned assets.