Tom Cooper, CFP, a local Ocala Financial Adviser and Walter Hester, Senior Portfolio Manager at NAMCOA, have launched a new model portfolio aimed at the Equine Industry.

The Equine Model Portfolio is an actively managed equity long portfolio with an objective of providing long term capital appreciation and dividends. The portfolio will consist of an equity weighted portfolio of 15 to 30 publicly traded companies that directly produce products or services to the equine. The Equine Portfolio focuses primarily on U.S. large-cap stocks, but can invest in mid to small cap equities and foreign companies as well. The portfolio does not use any leverage and is re-balanced semi-annually.

Please click this link for an overview Equine Portfolio Oveview

For more information, please contact Tom Cooper, CFP. 

Leave a Reply