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.