Polaris Wealth’s Global Growth strategy seeks to provide long-term growth by purchasing common stock and American Depository Receipts (ADRs) in companies located throughout the world. The baseline allocation is 100% stocks. The strategy holds between 20-40 positions with targeted individual stock weighing of between 2% and 4%.
Our portfolio is geographically diverse, allowing us to invest in companies located in countries where we see strength. Stocks are typically mid-cap and large-cap in size. This is a tactical strategy will be fully invested when Polaris Wealth’s research shows equity market strength. We will decrease our equity exposure when our research indicates market conditions are not favorable towards stocks.
SECTOR Allocation 3/31/2021
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.