Shorebird Capital Management's strategic portfolios are based on an established set of models. Each model uses various metrics to select each company in the model. Each portfolio is actively managed.
Portfolio Construction
We construct portfolios using different asset classes and specific allocation weightings to meet your current and future lifestyle needs. We carefully construct portfolios to reduce risk while your investments are growing to achieve your desired returns.
Model Portfolios
Growth Portfolios
SCM manages a Conservative Growth and a Core Growth Portfolio. Both portfolios look for companies that have consistent earnings growth. The conservative portfolio invests primarily in large capitalization companies that have decades of delivering consistent earnings in any market environment, while the Core Growth portfolio invests in Mid and large capitalization companies with more consistent earnings that grow faster than their competitors.
ETF Model Portfolios
There are 4 model portfolios that include conservative growth, moderate growth, aggressive growth, and a dividend and income portfolio. We invest in ETFs that we believe offer the best risk/return options as well as low expenses.
Growth and Dividend Income
Our growth model portfolio carefully selects stocks of mid-cap and large-cap companies that we believe offer attractive dividend yields with the likely hood of future dividend increases. We believe that companies that grow sales and raise dividends will outperform the market over the long term while reducing risk.
High Yield Dividend
Our High Yield Dividend Income Portfolio carefully selects stocks of mid-cap and large-cap companies that have a strong balance sheet and acceptable cash flow to continue to pay above average dividend yields.
Our model portfolios may purchase common stocks, preferred stocks, bonds and ETF's. Our portfolios on occasion may write option calls to increase income and may use a hedging strategy to reduce risk in a volatile market. Shorebird Capital Management uses in-house and 3rd party research as well as quantitative and artificial intelligence to assist in stock selection.
Portfolio Analysis
Portfolio Analysis is one of the areas of investment management that enable investors to analyze and assess the performance of a portfolio intending to measure performance on a relative and absolute basis along with its associated risks.
