American Hero Portfolios

Summary

  1. Large or Small Investors Can Invest – AmHero Portfolios allow large or small investors to invest directly in a diversified group of stocks of American Hero Companies; publicly-traded companies that best reflect America’s founding values.
  2. Available through Financial Advisors – AmHero portfolios are available through various investment professionals in America. We prefer to work with your current financial advisor but can help you find one if needed.
  3. Similar to no-load mutual funds – AmHero portfolios are structured similar to no-load mutual funds with no up-front costs and a small annual fee. Ours is less than 1%. Financial advisors normally add additional fees.
  4. Risks/Disclosures – Investments in the stock market involve risk. Important disclosure/risk information is contained in our disclosure document, ADV part 2.
AmHero Portfolios Overview
AmHero Company Report
Disclosure

More Details

American Hero Equity

This portfolio is a concentrated portfolio of 20 to 33 stocks from the American Hero Company Universe. These stocks are selected based on our proprietary fundamental analysis which uses over 15 different metrics. The stocks are similar or equal weighted allowing for all to participate in returns and prevents over concentration. At least 60% sectors of the S&P 500 are represented, with no one sector over 25% or its respective S&P weight, which ever is larger. Turnover is normally less than 50%. The stocks are rebalanced annually.

American Hero Index

This portfolio is an equal weighted group of all the American Hero Companies. It is rebalanced annually and new heroes are added quarterly. A company losing Hero status is immediately removed from the portfolio and new Heroes are added promptly. Normally, this portfolio contains between 80 and 100 stocks.

American Hero Equity American Hero Index
Strategy Active: Sustainable total return Passive: Values Index
Style Multi-cap blend Multi-cap blend
Diversification Similar to S&P 500 Similar to S&P 500
Beta Usually less than 1.0 Close to S&P 500
Standard Deviation Usually less than S&P 500 Close to S&P 500
Concentration Each stock between 3-5% equal weight
Turnover Low (3-4 stocks average per year)
Buy Investment Merit American Hero Status
Sell Make room for buy as needed Loss of American Hero status ASAP
Rebalance Annual Annual
Inception 4-30-2004 12/31/2009

Important Disclaimer and Risks

The people or companies we have featured in our articles may or may not endorse our company. They may or may not agree with our goals or investment strategy. The views presented in this publication may not always reflect the current opinion of American Values Investments on the values or the prospects for investment performance of any company mentioned. Each of our stock holdings performs differently and it should not be concluded that all of our stock selections have performed as well as the ones mentioned. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume than an investment in the securities identified was or will be profitable. For a complete list of recommendations made by American Values Investments, please contact us. Our goal is first to support companies that best reflect authentic American values and only then seek market competitive returns. We reserve the right to buy or sell any stock from our current portfolios or add or subtract companies from our American Hero Universe. Investing in stocks involves risk including the loss of principle. American Values Investments research criteria limit the number of stocks available for investment. Stocks eliminated may have potential for higher returns. Companies acting on higher ethical standards may sacrifice short-term profits, which could be reflected in lower stock price. Investors should carefully consider their investment objectives, risk tolerance, and the expenses of investing in our portfolios. Due to changes in the products or services of the companies in which the strategies invest, the strategies may temporarily hold securities that are inconsistent with its investment criteria. Past performance is no assurance of future results.

More complete disclosure/risk information can be found in our firm disclosure brochure.