Monthly Needs Portfolio

The NAMCOA® Monthly Needs Portfolio™ is a actively managed equity long portfolio with an objective of providing long term capital appreciation and dividends, has provided gross returns exceeding 10% in the last 12 months.  Click here to view portfolio results

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. Even though the portfolio has some companies with retail distribution, the portfolio is not weighted to that sector and is not focused on the retail end, but is mainly made up of manufactures, processors, and service providers for each one of the sectors selected. 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.

For more information, contact Walter Hester whester@namcoa.com

Author: Paul McIntyre

Chief Compliance Officer

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