Focused Income

Objective

Polaris Wealth’s Focused Income strategy seeks to provide investors with strong current income and long-term capital appreciation by investing in a select group of high-quality companies trading at a value compared to their industry peers, paired with a strong and diverse bond ETF portfolio. 

This strategy invests exclusively in Large-Cap Value, dividend-paying stocks. The baseline allocation for this strategy is 60% stocks, 40% bonds, and will remain fully invested or close to fully invested at all times.

“This strategy takes a more focused approach, with 20 individual stock position holdings at 3%.  The strategy also looks to add value by overweighing undervalued sectors and underweighting or even eliminating sectors we feel are overvalued. If our research indicates market weakness, this strategy will rotate into defensive sectors known to potentially protect principal during difficult times in the market.

Allocation

Baseline Allocation

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.

Looking for Institutional Investing Solutions? Our solutions are available directly or accessible on industry platforms.