The Top Stock – Top 25 model is a discretionary, aggressive growth oriented equity model utilizing individual stocks. The program’s strategy utilizes a more focused version of the Top Stocks method as the portfolio is generally allocated to 25 stocks. Although the model will allocate assets to all 10 economic sectors, there is no preset guideline for sector allocation. The Top 25 may hold significant cash positions during negative market environment. The model is monitored daily and reallocated on a weekly basis.

Alternative to:         Aggressive Growth Mutual Funds and Individual Stocks
Securities Used:     Individual Equities
Number of Stocks:  Approximately 25

Although the aggressive approach used for the Top 25 model has the potential to generate robust returns during a positive market environment, investing in equities does incorporate higher risk of principal loss than a buy and hold approach. The model is aggressive in nature and as such, it may experience periods of large fluctuation in account value. Therefore Top Stocks-Top 25 is not designed to be a primary portion of a client’s total portfolio.

Program Details
Below is a summary of some of the logistical details of the Top Stocks - Top 25 program:

• Positions are equal weighted (approx 4% each)
  
• Top Stock Ratings are recalculated weekly
  
• Portfolio rebalanced weekly
  
• Risk Management assessments are performed daily
  
• Minimum Account Size: $25,000