Portfolio Guidelines

GENEVA FINANCIAL GROUP INVESTMENT PHILOSOPHY

The Geneva Financial Group Model begins with an analysis of recognized criteria commonly used to predict future stock performance, some of which are listed below.  The outcome of this work has led to the development of a computer model optimized to find securities poised to out-perform the market in the following 12 months.  However, fundamental analysis does not guarantee future results.

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The Geneva Financial Group Model is a highly disciplined approach to investing.  This model utilizes a proprietary, highly intelligent, quantitative set of computer models.  As such, it completely eliminates the emotion associated with the decision of whether or not to invest in a particular equity. There is no guarantee that future predictions of common stock performance will be accurate. The model results can also be affected by market risk and economic conditions over which we do not have control.

 

TAX STATEMENT

Since hold times are greater than 12 months (i.e. long term capital gains), short term capital gains, which are more heavily taxed, are minimized. This has the effect of controlling the level of taxation for taxable accounts. Consult your CPA or tax advisor for details. Past performance does not guarantee future results.

 

GUIDELINES

  • Safety (i.e. preservation of principal) is a primary consideration
  • Large corporation common stock
  • No risky transactions, such as options or futures
  • No mutual fund-like ‘sharing’ of assets
  • 4 equal investment sets, resulting in a one-year portfolio of 20-30 stocks
  • Hold terms are long term, over 12 months

CRITERIA USED TO PREDICT FUTURE COMMON STOCK PERFORMANCE

  • Earnings (past, present, predicted future)
  • Price to Earnings ratio
  • Market Capitalization
  • Dividend yield
  • Cash flow
  • Book value