NewswireToday - /newswire/ -
Lexington, KY, United States, 2006/12/06 - Investment advisor Bluegrass Portfolio Management LLC recently launched an online offer that will provide users an opportunity to view a current snapshot of the company’s typical model allocation - BluegrassPortfolio.com.
Bluegrass Portfolio Management, an investment advisory firm known for practical sector rotation strategies and economic data interpretation, has made a glimpse of their current target allocation available to all investors. The complimentary offer is a detailed, printable portfolio analysis using the firm’s current strategies as the framework. The report can be customized to be of the most use to each user. Preferences for funds, stocks, and ETF’s will be factored into which particular allocation a user will see.
More than just a simple ‘diversified’ allocation, investors will be able to compare and contrast dynamic portfolios specifically tailored to their goals and risk tolerances. Even currently-owned can be factored into the custom-built report. If desired by the investor, the advisory firm can even take special circumstances into consideration. These may include a large portion of employer stock, inherited investments, or holdings that may generate a large tax burden.
Chief Analyst James Brumley comments “This is so much more than just a generic allocation tool that ends up just being a mirror of the market. What we’re sharing is an insider’s look at our strategic allocation. Investors will find deliberately over-weighted and underweighted sectors, growth and value tactics, and even country-based strategies. Most of these ideas are overlooked by the majority of online tools available, and for that matter, overlooked by most of the professional analysis performed by the brokerage firms.”
As for why he’s making this offer free of charge, Brumley adds “The work has already been done, and our clients are already positioned the way we’d like them to be. If other investors can also benefit from our research and we have nothing to lose, why wouldn’t we be willing to make this win-win offer?” He further clarifies that the suggested portfolios may not necessarily reflect a specific client’s or group of clients’ portfolios, but rather, the advisor’s broad target allocation.
There is no cost or obligation to utilize the tool, but an e-mail address will be required in order to send the printable version to the user via e-mail.
To learn more about Bluegrass Portfolio Management, click the link below.
About Bluegrass Portfolio Management LLC
Bluegrass Portfolio Management, LLC (bluegrassportfolio.com) manages brokerage and retirement accounts for investors seeking better than average returns, while only assuming moderate risk. Their primary holdings are individual equities, and funds or ETFs are used to strategically diversify portfolios. The advisory is best known for its unique philosophy that diversification is misused in the investment industry. While allocation plays a critical role, Chief Analyst James Brumley argues that Wall Street preaches diversification to the point of dilution. Clients of Bluegrass Portfolio Management remain diversified across several industries and sectors, but they'll only own sectors that are outperforming the broad indexes. Bluegrass Portfolio is also known for style and regional strategies, as opposed to the typical focus on large-cap stocks, and companies in the news.