Polaris Wealth’s Concentrated Value strategy seeks to provide investors with strong current income and long-term capital appreciation by investing in the 10 highest yielding stocks in the Focused Value strategy, with each position typically given an equal 10% allocation.
This strategy invests exclusively in Large-Cap Value, dividend-paying stocks. The baseline allocation for this strategy is 100% stocks. This strategy is not meant to be a stand-alone investment but rather blended into an overall asset allocation to balance out the risk associated with investing in only 10 stocks.