Tags: Investment Philosophy, Stock Market Portfolio, Stock Market, Strategy, Investing Profits Pros

Investing Profits Pros: Investment Philosophy & Strategy

October 2nd, 2020

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When you subscribe to Investing Profits Pro investment portfolios you are taking advantage of our renowned registered investment advisory's high performing investment portfolio construction process. Our focus is investing along the efficient frontier. In doing so, our clients of Investing Profits Pros by Boracchia Wiviott Wealth Partners earn more returns and reduce the risk of their stock market investments. We will help you get the right diversified investment portfolio. 

 

Whether you subscribe to all of Investing Profits Pros stock market portfolios, of which we have eleven or to a specific asset class investment portfolio, you will gain tremendous value; Each portfolio is highly researched and allocated for your most efficient risk level to maximize profits.

 

We tell you how much of each holding to have off a typical balanced portfolio, which is a mix of conservative and aggressive holdings. So the balanced stock market portfolio is allocated according to a mix of conservative and aggressive holdings, making it right for an in between investment risk level; to know your exact asset allocation, sign up for your custom investor risk tolerance here. 

 

The signature Boracchia Wiviott Wealth Partners investor risk tolerance questionnaire will help you be a better investor for the long - haul and gain the right investment expectations and strategy now.

 

For example, by subscribing to our Information Technology, Software, and Semiconductor Investment Portfolio you are taking advantage of investing in the best technology stocks in this sectors asset class.  Once subscribed you will be given access to our membership portal and receive a diversified investment portfolio focusing on the technology industry. How much of each holding to have will be off a balanced investor portfolio, unless you sign up for your custom risk assessment here.

 

 

Tech Industry Investment Portfolio

 Investment, Portfolio, Stock Market

The technology industry includes many technology stock portfolio companies providing products and services for a wide range of innovative services.  For example, Investing Profits Pros invests in software stocks, IT stocks, Communications equipment stocks, and semiconductors. 

 

We do deep dives into each sector and identify the emerging technologies. Additionally we invest in phenomenally run companies with massive moats, and leaders of a specific sub-specialty. Focusing in these areas provides some home run opportunities along with various wealth compounders.

 

Additionally, once subscribed you will be provided with a suggested allocation of each stock.  For example, say there are 30 stocks in the Technology Stock Portfolio. Say one of the stocks is Apple, which has a market capitalization of over 1 trillion, another stock in it will have  a market capitalization of 15 billion.

 

More than likely, the volatility of the smaller stock is higher than Apple’s. Hence, our risk management strategy may indicate you to put 1% of the technology portfolio into the small cap stock and 5% in Apple because we want to have less volatility in our Technology Stock Investment Portfolio. This risk management investing strategy provides better risk adjusted returns over time, which is what we are after. 

 

Moreover, we rebalance each Investing Profits Pros stock portfolio every three weeks so the risk will be adjusted accordingly.  We also provide frequent updates on when we add a new stock to the portfolio; sell a stock out of the stock portfolio; Or implement a hold in the stock portfolio. Meaning don’t sell but do not add new capital to this stock idea.  

 

Click this link to land on our Technology Stock Investment Portfolio home page.

There is more information provided on investing in the innovative technology industry and profiting by investing in our investment portfolio.  Get the best stocks to buy now!

 

 

Risk Management

 Investment, Portfolio, Stock Market

As risk management experts, these investing strategies are some of our focus - and always included in our research process at Investing Profits Pros.  We want to get the highest return for as little risk as possible.  Technology stocks can be more volatile than consumer staple stocks but the technology stocks in our investing profits portfolio over a ten-year period could go up 1,000% where consumer staples might go up 100%.  Of course, this is not guaranteed but look at the Amazon returns if you invested 10 years ago.  It would be great if you were one of these early investors; and these startups are what we are looking for as well as established track records.

 

Create your Custom Financial Plan with  Boracchia Wiviott Wealth Partners.  

Start making headway on your money!

 

However, no prudent Investment Advisor would advise you to put all your money in technology stocks or in bonds for that matter.  Every single investor should have their own risk tolerance and financial plan to help guide them on what matters most to them in their life plan and how much investment risk they are willing to take on.

 

The stock market moves for many reasons and stocks go parabolic or sell off for many reasons.  That’s why we communicate frequently with our subscribers to let you know when to buy and sell a stock.

 

We do not want to risk all of our hard-earned capital on home run opportunities.  We want compounded growth returns over time.

 

To learn more about Financial Planning Strategies and learn what your current investment risk tolerance is are crucial.  Completing a financial plan will relieve stress and provide a road map to success. Financial planning is as important as investing because you need to know your goals first then the actions needed to get there. Diversification is one key to success, but we don't want to be overexposed like many funds are either.

 

 

DIY Stock Market Investment Portfolio

investment, stock marlet, portfolio

Another important aspect of why you should invest with Investing Profits Pros is our  DIY Stock  Investment Portfolios because of all the research that goes into each stock or ETF we put into our active Investing Profits Pros investment portfolios.

 

Start your DIY Stock Market Investment Portfolios Today! 

 

Hundreds if not thousands of hours have gone into each stock we pick. We do not like just buying ETFs because you can profit so much more by picking fundamental behemoth balance sheets, but some ETF winners are what we focus on in our ETF Stock Portfolio. Understanding the technical price movements of the stock to know when to get out and when to buy back in is crucial and as a subscription with us, your leading Boracchia Wiviott Wealth Partners we take your trust and returns very seriously.

 

What sets us apart is we provide clients with continuous advice. When others leave, we are still by your side as your profitable wealth partners. Our history as early fintech founders and investors is solid; we've managed multiple early Facebook Chief's money and led real estate too. The stock market is volatile. Price movements happen for so many reasons. But when you buy a stock you know extremely well with a phenomenal balance sheet you are way calmer when a stock market corrects.

 

Stocks also have the benefit of low barriers to entry and true passive income. Mostly because the highly debt ridden poor managed stock company’s with inferior products and services will drop way lower and faster than the best managed, we know howto prevent the mistakes you may have experienced when going at it without financial advisors or financial planners. Healthy balance sheets with high profit margins and high returns on their assets with unique innovative products and services are how we help clients at a high level..

 

We research through thousands, not just a few but with our 60 analysts we're always focused and working on your profits. We know of stocks to identify the best stocks and don’t recommend these stocks until they are in an uptrend.  Thus, the combination of both fundamental analysis and technical analysis puts us in the highest regard of the best investors in the world. 

 

This is a major trend happening in the investment world. And the brokerages and old wall street companies are resisting the trend, they want you to invest in their ETFs. So, they can pick up an asset management fee on the cost of that fund.  But why buy 500 stocks when you can own 75 of the best ones in uptrend sectors and industries. 

 

 

Conclusion

Not all sectors and industries perform well when focusing on the business market cycle like Investing Profits Pros by your leading objective registered investment advisory, Boracchia Wiviott Wealth Partners, does.  Understanding where an economy is in during the market cycle provides huge investing profit opportunities.  There will always be sector growers, but certain sectors will perform way better in a corporate profit recession or acceleration.  We analyze all asset classes not just those in the S&P 500.

 

Even in the COVID-19 pandemic of course;  Who were the major winners when the pandemic hit?  Well, it was technology, consumer staples & precious metals. Who were the losers: Travel, leisure, and restaurants.  If you owned the S&P 500 you would own all these sectors. If you bought the winners and either avoided or shorted the losers, you made a lot of money. 

 

This is the value we provide at Investing Profits Pros

 

Subscribe today and start investing for profits with your wealth partners team!

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Lea Wiviott Boracchia, Co-Founder, FinancialPlans.Info and InvestingProfits.Pro, both apart of the renowned Boracchia Wiviott Wealth Partners

We are a registered investment advisory focused on accessible wealth planning for everyone. Our mission is to help women, men and people of all ages, races, locations, and anyone plan and secure their most successful future. We were originally established in 2005 by way of 3 firms before my husband Marc and I registered our independent advisory in California.

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