Our domestic equity strategy utilizes the broad market of S&P 1500 companies. We focus mainly on large quality companies in the S&P 500 for individual investing, but we don’t limit ourselves to just those companies. The large cap companies that have solid sales and earnings growth, a healthy balance sheet with significant free cash flow, sound business models and industry leadership are likely to provide the best growth over time.
Within this strategy, we complement our performance with sector weightings based on evaluation of the current economic and market outlook. The sector weightings diversify the stock portfolio and are used to monitor overvalued and undervalued areas of the market.
The Mid Cap and Small Cap sectors play an important role in our domestic strategy. Our investments may consist of individual stocks, but more often will primarily consist of index Exchange Traded Funds (ETFs). We use core, value, and growth-based ETFs to complement our other holdings.
Real Estate is an investment we incorporate in our domestic allocation where appropriate.
