Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark, can be seen below.Relative value is something we stress all the time in a market with a paucity of opportunities. Within the REIT space, we generally avoid CEFs as the lever ...

Group 1 - International diversification is gaining attention among investors due to a weaker dollar and inconsistent US economic policies, leading to better returns in foreign equities [1] - There is a notable lack of large foreign-value or blended ETFs focused on growth, despite the presence of many such funds in the market [1] - The analysis emphasizes the importance of cash flow potential, relative value, and economic moat in equity evaluation [1] Group 2 - The individual investor's approach combines public accounting experience with quantitative analysis to identify investment opportunities [1] - The focus is on both long and short positions, with a particular interest in short stories [1] - The use of algorithms and technical analysis is highlighted as a method to uncover overlooked companies in the stock market [1]