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FAQ: How Often Does Valuentum Make Changes To Its Actively-Managed Portfolios?

publication date: Dec 10, 2012
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author/source: Valuentum Editorial Staff

Our Best Ideas and Dividend Growth portfolios may be fully invested at times, and it may not make sense for us to buy or sell a company each month. One important reason is to minimize portfolio turnover and transaction costs in order to maximize the return delivered to members.

Still, we actively provide a watch list and other ideas to consider in each monthly edition as many of our subscribers have cash to allocate to timely positions. Importantly, however, the positions in our respective portfolios are our best ideas for each given strategy at any given time.

The holding period for stocks in our Best Ideas and Dividend Growth portfolios varies depending on the timing of when a particular stock converges to our fair value. On average, however, we'd like to see an idea work out within a 6 -18 month period.

To get a feel for the trading frequency and turnover of our portfolios, view the transaction log of our Best Ideas portfolio at the following link: http://www.valuentum.com/articles/20120509_1.


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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, independent contractors and affiliates may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Nelson Exclusive publication, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at info@valuentum.com.