Pure Growth Portfolio:

The main goal of this portfolio is longer term capital appreciation.  Thus, the portfolio is constructed on the principle that over longer term, the primary driver of price appreciation is earnings growth.  Evidence also points to proportionality between earnings growth and price appreciation. Consequently, dividend yield is not a focus of this portfolio and dividend is considered optional. Listed below are some of the key features that distinguish this portfolio:

• Primary focus is on earnings growth, with dividends being optional.

• Companies with a consistent record of increasing earnings over time.

• Portfolio populated with companies with potential for higher earnings growth.

• The price entry point for a stock in the portfolio will be such that it will be considered undervalued based on its own historical earnings growth and valuation profile. 
  

• May contain small, medium and large companies.

• The portfolio average earnings growth is expected to be higher in relation to the average earnings growth of the SP500 Index.

• Diversification is achieved by purchasing a given stock at about 2.5% of the total portfolio value.