Quantitative Stock Portfolios
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Our Portfolios
Pivot Point Advisors offers three portfolios with a value, income,
and growth focus respectively. Sign up for
free quarterly
strategy updates to stay informed!
NEW Conservative Value
Portfolio (performance)
The Conservative Value Portfolio selects about 50 value stocks based
on a proprietary ranking algorithm. The rankings are based on the same
concepts that we used for Dynamic Value, i.e. attractive valuation and
price momentum as well as a positive outlook.
Dynamic Value Portfolio (performance)
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“You
could publish the trading rules in a newspaper and no one would
follow them. The key is consistency and discipline.”
-- R. Dennis |
The Dynamic Value Strategy
seeks to outperform the Russell 2000 by selecting approximately 20
stocks with attractive valuations, strong price performance and positive
outlook. The Dynamic Value Portfolio contains only stocks traded on US
exchanges. This is our longest running quantitative stock strategy.
Diversified Income Portfolio (performance)
The Diversified Income
Strategy seeks to generate tax-friendly dividend income from a
conservative stock portfolio. The portfolio consists of four stable dividend-paying
companies from each of nine industry sectors for a total of 36 positions.
While this strategy is based on a quantitative stock selection method, we
occasionally use discretion to reduce portfolio turnover.
Conservative Growth
Portfolio (performance)
This
quantitative
portfolio typically consists of 50 stocks with strong historical
growth and relatively moderate valuations. Because
of the focus on valuations, the Conservative Growth Portfolio tends to
contain more mature growth stocks rather than the latest NASDAQ leaders. The Conservative Growth
Portfolio is
a purely quantitative stock strategy.
Benefits of the Quantitative Approach
Our portfolios are robust enough to adapt to changing markets,
disciplined enough to maintain a log-term edge, and diversified
enough to reduce risk. Quantitative strategies stay the course in
difficult and in good times. This discipline is a key ingredient for
long-term investment success.
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