Portfolio Anatomy

What goes into creating and maintaining a Guardian Plus+Portfolio?  Our management team utilizes many tools in servicing our client accounts. Take a closer look at some of the elements and practices we use.

Exchange Traded Funds (ETFs)

In the simplest terms, Exchange Traded Funds (ETFs) are funds or baskets of stocks that track indexes like the S&P 500 or the Dow Jones, etc.  An index is a sampling of stocks or bonds that represent a particular segment of the overall financial markets, for example the Standard and Poor’s 500 index represents the largest 500 publicly traded companies in America…  Learn more: Understanding ETFs 

Tactical Asset Allocation

Asset allocation is a strategy of dividing your total investment portfolio among various asset classes: such as stocks, bonds and money market securities. Basically, asset allocation is an organized and highly effective way to diversify your portfolio and maximize your returns…  Learn more: What is Asset Allocation? 

Portfolio Rebalancing

Rebalancing is the process of buying and selling portions of your portfolio in order to alter the weight of each asset class in reaction to market changes. In addition, if an investor’s investment strategy or tolerance for risk has changed, he or she can use rebalancing to readjust the weighting of each security or asset class in the portfolio to reflect these changes in attitude…  Learn more: Rebalancing Explained

Using Covered Calls

Selling covered calls generates additional income and lowers the break-even cost basis of stocks already in the portfolio, thus reducing the downside risk of stock ownership at all price points. Selling covered calls also reduces portfolio volatility and, consequently, improves annualized returns. It’s that simple. What’s amazing is that the covered call strategies consistently outperform over all time periods…  Learn more: Understanding Covered Calls 

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Guardian Plus Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.