Ordinary & AQI Portfolios

Ordinary Portfolios

Ordinary Portfolios

Overlap & Redundancy | Concentration Risks | Lack of Transparency | Emotional Biases

  • Usually consist of 25 open-end funds and 1 money market fund (no ETFs or individual stocks/bonds).
  • Average fund owns 836 securities. Due to redundancy of overlapping holdings, the portfolio indirectly holds 21,733 stocks and bonds (only 3,600 listed equities in the US).
    • Significant overlap in the stock holding throughout the portfolio which adds to increased transaction costs and to potentially higher instances of realized capital gain.
  • The average fund in the portfolio has an annual turnover of 65% per year.
    Owning this many securities leads to mediocre returns and is akin to owning a giant yet very expensive index fund.
Customized Portfolio Construction

Customized Portfolio Construction

  • Intentional Exposures
  • True Diversification
  • Full Transparency
  • Processed & Quantitative

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If you’re ready to enhance your investment strategies with the support of a seasoned financial professional, let’s review your portfolio, financial trajectory, and objectives to determine if we’re the right fit for your practice.

10465 Park Meadows Drive
Suite 107
Lone Tree, CO 80124

outreach@AQInvest.com

(303) 529-2740

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