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High Quality

Positive Trends

Downside Risk Control

The Building Blocks of a Successful Investment Strategy

Thousands of successful investors are already managing their investments according to these principles.

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Factsheets for WDC Advised Models and Portfolios

Broadly Diversified

How WDC Advised Portfolios uses Relative Strength in Tactical Models.

Diversified, but Focused on Corporate Common Stock

Seek capital appreciation through buying, holding, and selling common stocks. Stocks are traded on fundamentals, Relative Strength, and market trends.

The Model seeks to reduce investment risk through effective position sizing and downside risk controls. As a defensive measure, the Model may increase cash allocation(s).

This Model may be well suited for investors who wish to employ an active approach to portfolio management, are comfortable with investments in domestic and/or international stocks, and are comfortable with portfolio turnover resulting from active portfolio management.

Seek capital appreciation through buying, holding, and selling common stocks which meet Biblically Responsible Investing screening criteria. Stocks are traded on fundamentals, Relative Strength, and market trends.

Seek capital appreciation through buying and holding common stocks with strong underlying fundamentals.

Seek capital appreciation through buying and holding common stocks which meet Biblically Responsible Investing screening criteria with strong underlying fundamentals.

Seek capital appreciation through buying, holding, and selling broad-market ETFs. The model's allocation is adjusted based on macro-economic trends and Relative Strength.

Seek capital appreciation through buying, holding, and selling broad-market ETFs which meet Biblically Responsible Investing screening criteria. The model's allocation is adjusted based on macro-economic trends and Relative Strength.

Seek capital appreciation through buying & holding a broad-market ETF during upward-trending markets, and allocating to cash, treasuries, or a non-correlated asset during downward-trending markets.

Seek capital appreciation through buying & holding a broad-market ETF during upward-trending markets which meets Biblically Responsible Investing screening criteria, and allocating to cash, treasuries, or a non-correlated asset during downward-trending markets.

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Hold a free, no-obligation, introductory meeting. No one makes any decisions. You interview us and we interview you. Together we learn whether your goals and circumstances are a good fit for our investment models.