A foundational portfolio of 40 diversified stocks selected through ERS’s proprietary risk rating system. This strategy takes a more conservative deployment approach. Each position begins at 1.25% allocation, with the remaining 50% of capital held in short-term Treasury instruments yielding approximately 4%.
Additional capital is deployed into existing positions only when stocks meet enhanced criteria for value, stability, and risk reduction. This structure allows advisors to use market volatility strategically, buying quality companies at better prices while maintaining liquidity and generating interest income on uninvested capital. Updated monthly.
Historical Model Performance
Model performance data from predecessor strategy using ERS rating methodology.
Current portfolio incorporates refined criteria.
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Model Performance Disclosure: The historical performance shown represents hypothetical model performance from a predecessor strategy utilizing ERS’s quantitative rating system. The current portfolio methodology incorporates refined selection criteria and implementation designed to improve risk-adjusted returns. While we expect comparable or superior performance, the specific portfolio structure described above has not yet generated model performance results. Hypothetical model performance has inherent limitations: it does not reflect actual trading, market impact, liquidity constraints, or fees. Past model performance does not guarantee future results.