Concentrated Value
Objective
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.
Sector Allocation
As Of 9/30/2023
Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.
For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.
