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Investment Strategies

AFS Investments employs several different Investment Strategies when it comes to managing Client’s monies. Some (but not all) are:

AFS Investments Growth Portfolio

The AFS Investments Growth Portfolio is designed for clients seeking long term growth of their investment assets. It is primarily invested in stocks and Exchange Traded Funds (ETFs) that trade on the major US stock exchanges. Stocks are selected by first looking at a particular company’s fundamentals. Items such as product or service, market penetration, competition, expected growth and projected earnings are taken into consideration. When a company passes muster, it is put into a “Watch Hopper” where its price movement is monitored for a buying opportunity. If, and when a stock hits a buy point, it is added to the individual client’s portfolio. From that point, it is monitored by the same criteria to determine a sale or hedge point. This type of strategy is commonly referred to as a “Bottoms Up” approach. When a group of stocks is moving in tandem, and the whole group makes sense to own, Sector ETFs are utilized.

AFS Investments ALPHA Sector Portfolio

The AFS Investments ALPHA Sector Portfolio is designed for clients seeking long term growth of their investment assets. It is invested in ETFs that make up the nine sectors of the S&P 500 Index. These sectors are purchased in allocations that are usually equal to the weighting of the similar sectors in the S&P 500. If a particular sector becomes oversold or overbought and presents an opportunity above its normal weighting, it can be over or under weighted in the client’s account. What is unique about the ETFs that are used in this portfolio is that they are created by using the original inventory of the 500 stocks that make up the S&P 500 Index, and then filtered through certain criteria, with the bottom 20% of the participants eliminated. Rather than performance being generated by 500 different stocks, it is created through 400 issues.

AFS Investments Fixed Income Portfolio

The AFS Investments Fixed Income Portfolio is designed for clients seeking long term income from their investment assets. Depending on the market cycle, asset classes used in this portfolio can be as basic as individual corporate, government or municipal bonds, or baskets of common stocks married to short call positions. The bonds create income through periodic dividend payments, whereas the stocks and options create income through the premiums received from selling Call Options against common stock holdings.

 

All of the above strategies carry inherent risks associated with the underlying securities utilized and market liquidity risks. Any strategy should be carefully considered before implementing.

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Copyright 2020 Investment advisory services offered through Andrade Financial Services, Inc. doing business as AFS-Investments, a Registered Investment Adviser registered in the State of California.
Custody services and other brokerage services provided to clients of AFS-Investments are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. Andrade Financial Services, Inc. (dba “AFS Investments”) is a state registered investment adviser located in Orangevale, California. AFS Investments is registered in the state of California and in compliance with the current registration requirements of the states in which AFS Investments maintains clients. AFS Investments may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. AFS Investments’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication ofAFS Investments’ web site on the Internet should not be construed by any consumer and/or prospective client as AFS Investments solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AFS Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of AFS Investments’ current written disclosure statement discussingAFS Investments’ business operations, services, and fees is available from AFS Investments upon written request.
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