Employing Your Money for Growth: The All Cap Core 50 and All Cap Core 100
When your objective is to grow your capital, Summit has two equity (stock) portfolios geared towards growth. Our All Cap Core 50 and All Cap Core 100 are built with a blend of both growth and value components that can vary in response to current market conditions.
Whether you’re new to investing or already have experience with a portfolio, Summit’s All Cap Core strategies offer a simple, and effective way to invest in a portfolio of high quality companies utilizing an investment approach that has been shown to be successful over the long haul.
We start with a list of about 5,000 companies that we scour for those that pass a variety of quality hurdles. Typically, that process results in a list of 1,000 to 1,500 companies that are considered investable.
Summit’s portfolio building system is a good fit for those with capital appreciation in mind.
We offer three different portfolios designed for capital appreciation:
Our logical approach to stock selection means that your portfolio is comprised of companies exhibiting growth, attractive valuation, and a measure of interest from other investors. Key among these is profit growth. Summit’s decades of investment experience tell us that profit growth often leads to rising stock prices which powers portfolio growth.
What Are the All Cap Core 50 and All Cap Core 100?
Our two portfolios oriented towards capital appreciation are very similar. Stocks passing through our proprietary algorithms are combined in a proprietary mix to build portfolios of 50 or 100 stocks that are broadly diversified.
Holdings include large, mid, and small capitalization companies and include both growth stocks and value stocks; thereby offering investors an all-in-one, core portfolio. This eliminates the need for individual investors to agonize over their exposure to the market based on company size or growth/value characteristics.
Automatic Portfolio Rebalancing and Refreshing Work to Control Risk
To ensure no portfolio becomes over invested in one economic sector, no sector is allowed to exceed an initial portfolio weight of two times its S&P 500 weight.
Data on all companies is updated and analyzed approximately every five weeks. Using this updated information, we rebalance the portfolios to ensure they reflect recent market developments. This rebalancing also reweights all holdings back to equal weight (1% or 2% of the total, depending on strategy), keeping the portfolios from becoming dominated by just one or a few stocks.