SP’s Low Volatility Strategy: Snapshot of Account “BEC1” Investment Performance using IB Portfolio Analyst

Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Low Volatility Investment Strategy (BEC1) and a blended index of 70% Vanguard Total World Stock Index ETF (VT) and 30% Vanguard Total Bond Market ETF (BND). We prepared this presentation using Interactive Brokers Portfolio Analyst.

SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst

We present the inception-to-date comparative performance of Successful Portfolios' Mean Reversion Investment Strategy (EC1) and the Vanguard Total World Stock Index ETF (VT). We prepared the presentation using Interactive Brokers Portfolio Analyst.

What is a SEC Form ADV Part 2 Brochure? Sounds boring but it’s not. It’s an informative Client Brochure.

If you do business with or are considering doing business with a Registered Investment Advisor Firm (RIA), that RIA should give your their official Form ADV Part 2 Brochure. It's sometime referred to as the "Client Brochure". You should read it. It's a plain language disclosure document that the RIA must submit to the Securities and Exchange Commission (SEC) annually. Download Successful Portfolios April 2017 Client Brochure.

Stock Picking, Short Selling and Put Options

Stock picking is not easy.  Sure you can make money picking stocks.  But the real question is can you do better than simply buying a low cost index ETF?  Most investors can’t.  Picking stocks to short-sell is even tougher.  To execute a short-sale you pick a stock that you think will go down.  Then you [...]

Successful Portfolios Hedge Fund Fact Sheet

At the end of May, 2014 Successful Portfolios LLC managed more than $108,000,000 in assets for individuals, families and organizations.  This includes over $3,500,000 of assets in private hedge funds. We invite you to download our Successful Portfolios LLC May, 2014 Hedge Fund Fact Sheet to review investment performance and portfolio characteristics for our five privately offered hedge [...]

By |2015-03-13T10:55:11-04:00June 12th, 2014|Hedge Fund, Uncategorized|0 Comments

Investment Performance Composite Report 2013

Have a look at Successful Portfolios investment performance from February 2010 inception through year end 2013. All of our client’s accounts are included. Download the Successful Portfolios Client Account Composites Report dated December 31, 2013. Download the Successful Portfolios Hedge Funds Factsheet dated December 31, 2013.