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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
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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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Strategic Income Portfolio Performance (as of 23 Jul 2020; as compared to the Morningstar Index)
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Dynamic Growth Strategy
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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
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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
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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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Intrepid Trading Platform Performance (as of 30 Jun 20; as compared to the S&P 500)
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New Frontier Fund
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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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