Here is a link to an overview of the NAMCOA Monthly Needs Portfolio™, whuich is an actively managed equity long portfolio with an objective of providing long term capital appreciation and dividends.  NAMCOA 06-30-2020 2nd Q 2020

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. The portfolio does not use any leverage.

Here is a link to the Portfolio Managers ecomonic outlook: Growth and Income – Portfolio Outlook 7-17-20

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

Leave a Reply