Total Return Portfolio
The Total Return Portfolio seeks to maximize total investment return by allocating its assets among dividend paying stocks, preferred stocks, corporate bonds, government securities, closed end mutual funds and exchange traded funds. Kentucky Planning Partners Investment Management Team screens prospective investments for valuation, risk versus reward potential, and yield. With an eye on downside risk management this portfolio strives to bring less volatility and reasonable risk adjusted return.
Growth Portfolio
Kentucky Planning Partners Growth Portfolio focuses primarily on long term capital gains with a secondary emphasis on dividends. We screen the universe for publicly traded companies that meet our stringent valuation criteria. This list is further culled by evaluating not only company and sector fundamentals, but discussing with the company the various economic headwinds they face and what they employ to overcome them. We then calculate potential future value to decide if and when the company warrants our investment.
Special Situations Portfolio
The Special Situations Portfolio seeks to invest in companies that have been punished or oversold due to investor misperception. If a companies’ fundamentals indicate a turnaround is possible, then we will investigate if the company is due for an earnings rebound, restructuring , or Merger and Acquisition activity. Companies that qualify are often small to mid-cap firms. This portfolio is value oriented, contrarian, and for aggressive growth investors. Dividends are incidental as the goal is to identify and harness capital gains.
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