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Factsheets for WDC Advised Models and Portfolios

Broadly Diversified

Our signature tactical blend of the Equity Growth Model, Income Model, and Tactical Allocation Model, according to your portfolio's objectives.

Diversified, but Focused on Corporate Common Stock

Seek capital appreciation through buying, holding, and selling common stocks. Stocks are traded on fundamentals, Relative Strenth, 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 income through interest and dividend yield, with a lower goal of Capital Appreciation. Yields are earned through Exchange Traded Funds, Mutual Funds, or Bonds.

Diversified, but Focused on Assets Generating Income

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

Buy and hold Exchange Traded Funds representing market sectors that demonstrate Relative Strength at the time of purchase.

Diversified, but Focused on Certain Economic Sectors

The Model will routinely adjust portfolio allocations in light of changing Relative Strength characteristics of numerous Market Sectors.

The Sector Rotation Model may be well suited for investors who wish to employ an active approach to portfolio management and are comfortable with

  • Investments in domestic and/or global markets,
  • Maintaining a portfolio which could potentially hold concentrated positions, and
  • Are comfortable with potential turnover resulting from portfolio reallocations.

Tactical Allocation Portfolios are an adaptive suite of models owning a mix of a streamlined broad-market model and our Income Model.

Diversified according to Your Portfolio's Objectives

In upward trending markets, the Portfolios seek growth by holding broad market Exchange Traded Funds which provide broad market investment exposure. In downward trending markets, the Portfolios seek to minimize risk by increasing allocations to cash or defensive investment positions.

The Tactical Allocation Portfolios may be well suited for investors who wish to employ a proactive, but potentially longer-term approach to portfolio allocations.

SRI ESG Tactical Allocation Portfolios are an adaptive suite of investment portfolios which seek long-term total return by owning a streamlined portfolio of Exchange Traded Funds which focus in Socially Responsible, ESG, or Impact Investing.

Diversified according to Your Portfolio's Objectives

In upward trending markets, the Portfolios seek growth by holding Exchange Traded Funds which provide broad market investment exposure. In downward trending markets, the Portfolios seek to minimize risk by increasing allocations to cash for defensive investment positions.

The SRI ESG Tactical Allocation Portfolios may be well suited for investors who wish to employ a proactive, but potentially longer-term approach to portfolio allocations.

Seeks capital appreciation through buying, holding, and selling a significantly smaller number of common stocks. Stocks are traded on fundamentals, Relative Strenth, and market trends.

Focused on Seeking Best Opportunities

The Model seeks to hold a non-diversified portfolio of 10 common stocks and/or Exchange Traded Funds (ETFs). As a defensive measure, the Model may increase cash allocation(s) or hold Inverse Exchange Traded Funds (ETFs).

This Model may be well suited for investors who wish to employ an active, aggressive approach to portfolio management, are comfortable with investments in domestic and/or international stocks, portfolio turnover resulting from active portfolio management, and potentially sharp swings in portfolio value that may result from holding a non-diversified portfolio.

Diversified, but More Focus on Certain Economic Sectors

The same methodology that we use to manage our Tactical Allocation and Sector Rotation models, but with substantially higher gain and loss potential.

The Model seeks to hold a non-diversified portfolio of 10 common stocks and/or Exchange Traded Funds (ETFs). As a defensive measure, the Model may increase cash allocation(s) or hold Inverse Exchange Traded Funds (ETFs).

This Model may be well suited for investors who wish to employ an active, aggressive approach to portfolio management, are comfortable with investments in domestic and/or international stocks, portfolio turnover resulting from active portfolio management, and potentially sharp swings in portfolio value that may result from holding a non-diversified portfolio.

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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.