Investment Ideas

At Successful Portfolios, our trained investment professionals actively seek to uncover timely and durable ideas to help our clients make more money without taking undue risk.

We leverage various resources to research potential opportunities across asset classes. Our suite of analytical tools includes the Bloomberg Professional Terminal, Morningstar Advisor Workstation, and Seeking Alpha PRO. This provides comprehensive quantitative data and qualitative insights to inform our thinking. We also tap into research relationships with leading brokerages like Charles Schwab and Interactive Brokers to stay abreast of analyst reports.

However, we don’t take Wall Street research at face value. Our investment team critically analyzes these reports to find promising opportunities that may be overlooked.

We evaluate a wide range of securities:

  • Stocks across market caps, countries, sectors
  • Investment grade and high-yield bonds
  • Municipal, corporate, Treasury bonds and TIPS
  • Low-cost index ETFs tracking various markets.

Our alternative asset watchlist includes REITs, BDCs, SPACs, commodities, preferred shares, listed options, convertibles. We avoid illiquid private deals.

Ultimately, we combine quantitative analysis with decades of real-world experience navigating up and down markets. This perspective informs a prudent asset allocation approach aligned with each client’s needs.

We are committed to continuous rigorous research across asset classes to uncover timely investment ideas for our clients. Contact us to learn more about our methodical approach and discuss your portfolio.

Make an Appointment

Talk to Parker Evans, CFA, CFP

More About How We Manage Your Portfolio

Evaluating investment ideas and setting up your portfolio is just the start for Successful Portfolios. We actively monitor and adjust your portfolio to ensure it stays on track with your goals and risk tolerance. We use quantitative tools and human judgment to make timely and informed investment decisions.

  • Quantitative tools: We use various software applications and platforms to track your portfolio’s performance, risk, and valuation. We also use these tools to screen for new investment opportunities and identify potential threats. Some of the tools we use include:
    • Bloomberg Professional Terminal: This is a powerful and comprehensive platform that provides real-time investment ideas, data, news, analytics, and trading capabilities for over 500,000 securities across 100+ markets.
    • Morningstar Advisor Workstation: This is a web-based platform that helps us research, analyze, and monitor mutual funds, ETFs, stocks, bonds, and portfolios. It also provides tools for financial planning, asset allocation, and client communication.
    • Seeking Alpha PRO: This is a subscription service that gives us access to exclusive articles, research reports, earnings transcripts, and newsletters from professional investors and analysts. It also provides tools for screening, filtering, and tracking stocks, ETFs, and sectors.
  • Human judgment: We use quantitative tools to inform our decisions but don’t rely on them blindly. We also use our experience, knowledge, and intuition to evaluate the quality and suitability of each investment. We consider factors such as:
    • Fundamental analysis: We look at the financial statements, business model, competitive advantage, growth prospects, and valuation of each company or fund we invest in. We also look at the macroeconomic and industry trends that affect them.
    • Technical analysis: We look at the price, volume, and momentum of each security we trade. We use various indicators, patterns, and strategies to identify entry and exit points, support and resistance levels, and trend direction and strength.
    • Risk management: We consider each investment and portfolio’s potential downside and volatility and use various risk mitigation techniques, such as diversification, hedging, stop-loss orders, and rebalancing.

We communicate with you regularly to update you on your portfolio performance and any changes we make. We also review your portfolio with you periodically to ensure it reflects your current situation and preferences. We are always available to answer your questions and address your concerns. Contact us today to learn more about how we monitor and adjust your portfolio to help you achieve your financial goals.

Investment Ideas. Get Started. Call Today.