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|