Equity/Balanced Portfolios - Hays Advisory
 
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EQUITY/BALANCED PORTFOLIOS
Hays Advisory offers three Equity/Balanced portfolios designed to deliver solid upside with a layer of downside protection.  These three portfolios all own the same stocks, but the asset allocation constraints vary based upon an investor's risk tolerance.


 PORTFOLIO CONSTRAINTS

Long-Term Growth

Moderate Growth

Conservative Growth

Equity Constraints

50-100%

40-85%

30-70%

Bond Constraints

0-50%

0-60%

0-70%

Cash Constraints

0-50%

0-60%

0-70%


 

 

The mix of stocks, bonds, and cash will vary based on each portfolio's constraints, as well as the recommendation of the Asset Allocation Model.

THE HAYS PROCESS

 

 

 

» The Asset Allocation Model determines the proper mix of stocks, bonds, and cash for each portfolio based upon the level of risk or opportunity in the stock market.

» The quantitative stock screening process focuses on identifying fast growing companies that are fairly valued. Stocks are ranked based upon metrics that measure Relative Valuation (RV) and Relative Strength (RS).

» The highest ranked stocks based on RV and RS are reviewed using quantitative and technical analysis to determine the final stock selection.

 

 

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© 2015 Hays Advisory, LLC. All rights reserved.

The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from Hays Advisory, LLC. Comments are provided as a general market overview and should not be considered investment advice or predictive of any future market performance. This report does not constitute an offer to sell, or the solicitation of an offer to buy, any securities. Hays Advisory does not guarantee the accuracy or completeness of this report, nor does Hays Advisory assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only. Hays Advisory, LLC, exists as an investment adviser registered pursuant to the provisions of the Investment Advisers Act of 1940, as amended, and is notice filed in all United States jurisdictions and states as required by law with the exception of Puerto Rico, Guam, and the U.S. Virgin Islands.