The 401(k) Advisor - Aggressive Growth Portfolio:
The Aggressive Growth Model Portfolio is a long-term growth oriented strategy seeking maximum capital appreciation. The model utilizes a more aggressive version of our proprietary Adaptive Leadership System as our guide to security selection. The system targets the leading asset class in terms of cap size (small cap, mid cap, large cap) as well as style (growth versus value).
In addition, in our ongoing effort to "own the best and ignore the rest," we utilize our "Smart Sector" system in the Aggressive Growth model. Thus, we allocate 25% of the model to the top ranked sectors.
Finally, a major component of the model's management strategy is the use of Risk Management strategies which are designed to keep portfolios in-tune with the "Big Picture Cycles" of the market.
Cumulative Returns: 2003 - 2009
Aggressive Growth: +160.70%
S&P 500 Index: +26.72%
Whatever your objective may be, it is our sincere hope that the IRA/401(k) Portfolios can help you better navigate the markets and provide ideas to improve your investing performance.
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The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any Portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of the editors and may not actually come to pass. The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Stocks should always consult an investment professional before making any investment.
Any investment decisions must in all cases be made by the reader or by his or her investment adviser. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that the investment objectives outlined will actually come to pass. All opinions expressed herein are subject to change without notice. Neither the editor, employees, nor any of their affiliates shall have any liability for any loss sustained by anyone who has relied on the information provided. The analysis provided is based on both technical and fundamental research and is provided “as is” without warranty of any kind, either expressed or implied. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed. The information contained in our websites and publications is provided by Ridge Publishing Co. Inc. (Ridge). One of the principals of Ridge, Mr. David Moenning, is also President and majority shareholder of Heritage Capital Management, Inc. (HCM) a Chicago-based money management firm. HCM is registered with the U.S. Securities and Exchange Commission as an investment adviser. HCM also serves as a sub-advisor to other investment advisory firms. Ridge is a publisher and has not registered as an investment adviser. Neither HCM nor Ridge is registered as a broker-dealer. Employees and affiliates of HCM and Ridge may at times have positions in the securities referred to and may make purchases or sales of these securities while publications are in circulation. Editors will indicate whether they or HCM has a position in stocks or other securities mentioned in any publication. The disclosures will be accurate as of the time of publication and may change thereafter without notice. The IRA/401(k) Portfolios are model portfolios. Performance results are based on the dates and prices when positions are placed in the model portfolio. Model portfolios do not represent actual trading accounts, have inherent limitations, and are for informational purposes only.Performance results prior to 2007 are based on historical testing of the portfolio system. Investments in equities carry an inherent element of risk including the potential for significant loss of principal. Past performance is not an indication of future results. Index returns are price only and do not include the reinvestment of dividends. The S&P 500 is a stock market index containing the stocks of 500 large-cap corporations, most of which are US companies. The index is the most notable of the many indices owned and maintained by Standard & Poor's, a division of McGraw-Hill. S&P 500 is used in reference not only to the index but also to the 500 companies that have their common stock included in the index.
