Our Direct Stock Portfolios Enable You to Own a Portfolio Directly, Rather Than Through a Fund

Because these are model portfolio, you own the shares directly, not through a fund. As such, there are no fund expenses, and we can harvest losses arising from the return dispersion that results from owning multiple issues. Because the model acts as a target, we can deviate from the target when it makes sense for your personal account (for example, a large pre-existing gain, or a similar existing position).

Twende 40 Portfolio

The Twende 40 portfolio is where quality meets conviction.

67% of the Twende 40 portfolio is oriented toward high-quality, dividend-paying stocks. These are large cap stocks, with strong balance sheets, and an economic moat that provides margin protection, providing a stable core for your equity portfolio, with long potential holding periods (i.e. stocks you might own for decades).

33% of the Twende 40 portfolio is oriented toward quality conviction stocks. These are mid-cap and large cap stocks that offer above average return potential on a 12 month time horizon.

Dividend Quality Portfolio

The Twende Quality Dividend Portfolio looks to invest in the strongest companies, positioned to weather challenging economic environments while targeting a yield of >2.5%.

Special Opportunity Portfolio

The Twende Special Opportunity Portfolio is an unconstrained portfolio targeting excess returns. It seeks to invest in companies trading very attractive valuations given their earnings growth prospects.

Real Yield MLP & REIT Portfolio

Direct ownership of real asset yield securities offers several advantages:

  • Tax flow through advantages not available via an MLP ETF

  • High-graded issues

  • Tactical exposure to various underlying economic drivers, emphasizing low business risk

  • Inflation hedge via real asset ownership (mineral rights, property, pipelines, etc.)

The Twende Real Yield Portfolio seeks to invest in listed MLPs, REITs and C-Corps holdings property, infrastructure, and natural resources that offer relative stability, favorable yields (after tax), and the prospect of price appreciation. We use a top down approach, setting exposure to economic drivers (e.g. commodity prices) and selecting favorable issues.