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.

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. The Portfolio was up 4.49% for the second quarter, ahead of the S&P 500 benchmark by 19 basis points which was up 4.30% for the quarter.

Click here for most recent NAMCOA 06-30-2019 1st Q 2019

For more information, contact Walter Hester Senior Portfolio Manager .

Author: Paul McIntyre

Chief Compliance Officer

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