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He'e Nalu Investing Inc.

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DavesFavs Model Stock Portfolio

These are the results attained by some of my clients using the investment philosophy I have developed. An investor may develop a global portfolio by adding the international options from Global Exchange Traded Fund Portfolio and/or the 25K+ Global No-Load Mutual Fund Portfolio, which are subsets of the second and third portfolio choices.
The DavesFavs.com model portfolio is based on a strategy developed from twenty years of experience. Some clients have had rates of return nearly double and triple the rate of the S&P 500©. Now you can benefit from this strategy too! Utilizing the strategy outlined on this site, YOU should outperform the S&P 500©.

Outperform the S&P 500©

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This portfolio is designed to reduce company-risk and industry-risk. It has limited concentrations in a single company or industry. We are 100% independent. Our bias is to help YOU MAKE MONEY.

Using the Standard and Poor's 500© (S&P 500©) index as the benchmark for the stock market's performance, out-performance is defined by gaining more than the S&P 500© when it is rising in value and losing less when the S&P 500© is dropping in value.

  • Most individual investors do NOT outperform the S&P 500©.
  • Most mutual funds do NOT outperform the S&P 500©.
  • Most professional money managers do NOT outperform the S&P 500©.

Generally, this portfolio will outperform the S&P 500© within 12-18 months. It should consistently outperform the S&P 500© thereafter. If you have been a member for a complete calendar month, and the DavesFavs model Stock Portfolio does not outperform the S&P 500© that month, your next month's subscription is on us.
 
 

Sounds great, but you want a professional to manage this investment strategy for you?
Our associated He'e Nalu Investing, Inc.™ provides full service customized portfolio management.

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