Description
All Stock Portfolio
The EVERBULLISH ONE portfolio is an ALL STOCK portfolio – Designed to be compared to the SP500 index, which it has drastically outperformed year over year. Perfect for the stock traders as well as brokerage AND retirement accounts.
Quarterly rebalances and trades are delivered timely by email. Trades are free at most discount brokers including (Fidelity, Schwab, TD)- I encourage Fidelity for free stocks, mutual funds and ETFs Save to desktop, print, or stored in the cloud.
Cost of purchase is tax deductible for all brokerage accounts!
Great starting place for traders to gain ideas.
Common sense approach by overweighting sectors, with GOOD COMPANIES.
Use as the stock portion (sleeve) or ANY ASSET ALLOCATION
Honest, easy benchmark to be used against your current brokers strategy.
Great way to outperform the market, with almost no effort.
Email to a full service broker to place orders, so no awkward conversations.
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