Growth Equity Portfolio
Compak creates specialty equity portfolios with the goal of meeting a client's specific growth/capital appreciation need. The growth portfolio is comprised of global equities, ETFs and cash.
Portfolio Constituents: Primarily equities
Risk Profile: Very Aggressive
Benchmark: 100% S&P 500
Return Goal: Capital Appreciation
Security Selection Method: Fundamental & Technical screening
Equity Selection for Growth Equity Portfolio
Investment Universe: Global Equities with at least 50% in US equities
Quantitative Screening applied on the investment universe
Fundamental Metrics: valuations, balance sheet structure, profitability
- Fundamental Metrics: Based on valuations, balance sheet structure, profitability, growth prospects.
- Momentum oriented technical indicators
- Fundamental score & Momentum score
>> Final Score.
- Final score 0
- Target price has been reached
- Equity Valuations
50% - 100% in Equities
- 50% - 100% in Individual Stocks
- 0% - 50% in ETF’s
0% - 50% in cash
Based on Compak proprietary model, the equity exposure could range between 50% to 100%. The hypothetical sample portfolio is only indicative of the type of securitites that may be purchased. The graph and allocations are examples of what a portfolio might look like, not a description of a fixed or static allocation, as Compak will actively change the portfolio's allocation. Your actual portfolio will be significantly different from the hypothetical sample portfolio.