JC Fulton Alliance always designs a unique investment portfolio from the ground up for each client, because every investor has a unique story. A typical portfolio will comprise between 30 and 50 unique assets that have been identified as good investments by our experienced research and analysis team. They will represent a spectrum of asset classes and market capitalizations.
When we create an investment portfolio, we make use of both traditional and modern risk mitigation techniques designed to help insulate our clients from market volatility.
The primary traditional strategy for reducing risk has been asset diversification. As a general rule, individual securities within a portfolio will each account for between one and five percent of the total valuation. Rarely will a single asset represent more than ten percent. Our expertise encompasses the full range of investments, including global stocks, government and corporate bonds, commodities and exchange-traded funds (ETFs).
A more aggressive contemporary investment strategy we may employ is known as a “covered call.” With this strategy, an investor holds a long position in some asset and then sells call options on that same asset to generate an income stream. We use covered call options only when we believe they are appropriate for the current market, and only with your pre-approval. Your adviser will explain this procedure to you fully.
