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The Penn Strategies

Five unique strategies designed to work in concert with one another
Members/Clients select the "sunrise" image to visit the Penn Portfolios page, ready-built portfolios utilizing investments within the five Penn strategies...
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Strategic Income Portfolio
The SIP is designed to create a stream of income on an ongoing basis.  With a lower risk level, it should be considered the foundational strategy of any portfolio, designed to weather all market conditions. 

Members/Clients select the image to the right to visit the Penn Strategic Income Portfolio page...
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Dynamic Growth Strategy
The Penn Dynamic Growth Strategy utilizes exchange-traded funds (ETFs) and, potentially, open-ended funds to generate a complete and balanced portfolio.  The DGS uses a core/satellite approach, meaning it will offer core holdings designed for strategic growth, and satellite holdings which are selected tactically based on the economic environment.

Members/Clients select the image to the right to visit the Penn Dynamic Growth Strategy page...
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​Global Leaders Club
The Penn Global Leaders Club stocks are the stalwart companies we believe will provide investors solid growth over the long-term. While we will often make changes to this list of roughly 40 superstars, they are each leaders in their respective industries. Note that the term "leaders" does not annotate the biggest; indeed, a Global Leader might be a company of any market cap, but one displaying an exemplary corporate culture and a strong growth strategy.

Members/Clients select the image to the right to visit the Penn Global Leaders Club page...
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Intrepid Trading Platform
The Penn Intrepid Trading Platform consists of roughly 15 companies which we believe are well-poised for a short-term, double-digit pop in price. We are not looking for long-term holdings, though some ITP stocks eventually work their way to the PGLC. This is a tactical strategy, with stop-loss orders typically placed on at the time of purchase, moving up as the stock moves up in price. These may also be ETFs, long or short, in a sector or industry we gauge as ready to make a move. An example might be the ETF "DUG," which is a bet on declining oil prices.

Members/Clients select the image to the right to visit the Penn Intrepid Trading Platform page...
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New Frontier Fund
The Penn New Frontier Fund is a compilation of companies on the cutting edge of science and technology. These are the firms we believe will lead a respective industry into the future by delivering exceptional and unique products or services. In addition to the obvious, like space sciences and artificial intelligence, these companies might be from industries as diverse as energy research, biotechnology, and advanced transportation systems.

Members/Clients select the image to the right to visit the Penn Intrepid Trading Platform page...
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Content copyright, 2023, Penn Wealth Publishing, LLC. All rights reserved.

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Disclaimer

Any opinions expressed are those of Penn Wealth Publishing, LLC and are current only through the date published. These views are subject to change at any time based on market and other conditions, and no forecast can be guaranteed. Past performance is no guarantee of future results. Always consult your investment professional before investing any money. Any and all commentary and data on this Site is for informational purposes only, and is not a solicitation to buy or sell any investment. Penn Wealth Publishing is a separate entity from Penn Wealth Management, LLC, our registered investment advisory firm.
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  • Home
  • Making the Issue
    • Making the Issue—Members
  • Products & Services
    • Penn Wealth Builder
    • Vol 10 Issue 01 Housing Issue
    • Vol 9 Issue 03 Show Goes On
    • Vol 9 Issue 02 Utilities
    • Market Downturn Toolkit
    • Professional Wealth Management
    • Personal Financial Website
    • Market Outlook
    • The Penn Global Leaders Club 2019
    • The Report
    • Worksheets & Tools
    • Building Your Empire
  • Our Organization
    • Which Route
  • Trading Desk
    • Trading Desk Private
  • The Penn Strategies
    • Sample Portfolios
    • Penn Strategic Income Portfolio
    • Penn Dynamic Growth Strategy
    • Penn Global Leaders Club
    • Penn Intrepid Trading Platform
    • Penn New Frontier Fund
  • Strategic Vision
    • The Blueprint
    • Leadership Academy >
      • Corporate Culture
    • Project Management
    • Western Civilization >
      • American Spirit
  • Command & Control
    • Action Environment >
      • Focus
    • Health & Longevity >
      • Cellular Health
    • Science of the Mind
    • Time Management
  • Harvesting Wealth
    • Business Development >
      • Building Your Business
      • Sales, Marketing, & Advertising >
        • Penn Digital Marketing
        • Advertising
        • Branding Strategy
      • SWOT Analysis
    • Business Finance
    • Financial Planning >
      • Liquid & Qualified Term
      • Balance Sheet >
        • The Investment Vault >
          • Company Plans
          • Individual Retirement Accounts
        • Debt
      • Cash Flow >
        • Income
        • Expenses
    • Retirement Planning >
      • Social Security, Medicare, & Medicaid
  • Tactical Awareness
    • Penn Wealth Realist's Dictionary
    • The Human Connection
    • Risk Management
    • Taxation >
      • Capital Gains & Losses
  • Investment Intelligence
    • Tactical Asset Allocation >
      • Tactical Asset Allocation—Private
    • Charts of the Week
    • Fixed Income Desk
    • Market Downturn Strategies
    • Science & Technology Investor >
      • Information Technology
      • Space Sciences & Exploration
    • Sector Weightings
    • Strategies & Tactics >
      • Behavioral Finance
      • Exchange Traded Funds
      • Fundamental Analysis >
        • Investment Valuation
      • Mergers & Acquisitions
      • Momentum Investing
      • Short Squeeze >
        • Short Squeeze Private
      • Technical Analysis
    • Under the Radar Private
  • The Journey
    • Travel & Leisure >
      • Latin America