Walter Hester, Senior Portfolio Manager of the NAMCO Monthly Needs Portfolio, has updated his portfolio performance. Click here to view namco-09-30-2016-quarterly.
Equity Income: This NAMCO Monthly Needs Portfolio is a non leveraged, diversified portfolio, actively managed with an objective of providing long term capital appreciation and dividends.
Inflation Offset: The Portfolio adheres to a simple strategy of investing in a weighted portfolio of 25 stocks consisting of sectors that the average consumer spends monies on each month.
Portfolio Focus: The Portfolio focuses primarily on U.S large-cap value stocks, but can invest in mid to small cap equities and foreign companies as well. The portfolio does not use any leverage