Platinum Models – Overview

Private Portfolio Models

The Portfolio Model program gives clients the option of selecting Core or Combination Portfolio Models based on investment style. Models are comprised of 30 securities that meet stringent requirements and are designed to meet minimum thresholds for revenue and earnings growth. Securities that fail to meet expectations are replaced to maximize optimal performance. Models are rebalanced on a quarterly basis to maintain consistent asset allocation.

Core Models

GRID-GRowth Including Dividends. This flagship portfolio focuses on medium to large cap companies with a minimum dividend yield of 1% and a minimum market capitalization of $2 billion. Selected firms demonstrate consistent revenue and earnings growth. Successful companies share common attributes including revenue and earnings momentum. The objective of the GRID portfolio is to identify and invest in earnings momentum companies. These companies offer capital gains and dividend income potential.

DVEC-Deep Value with Earnings Catalyst. The DVEC model looks to discover future large company success stories by investing in today’s small company overachievers. Research first identifies top performing revenue and earnings growth companies and analyzes this list based on ability to maintain current revenue and earnings growth rates. The DVEC model focuses on long term capital gains while maintaining a constant list of thirty (30) up and coming growth companies.
 
CODE-COnsistent Dividends with Earnings. The focus of this portfolio is to maximize dividend income for clients. Minimum thresholds must be met in the areas of revenue and earnings growth and security selections are screened for inclusion to the portfolio. An investor in the CODE portfolio is one who seeks a higher dividend income without sacrificing the potential for capital gains growth.

Combination Portfolio Models
 

In a single investment, a client can gain exposure to all three of our Core Portfolio Models and thereby striving to control the overall Risk-Reward benefits of their portfolio. Clients can choose a combination model that best meets overall investment objectives whether that is income maximization or long term capital gains. These Models may be appropriate for a broad range of investors due to the fact that the client can choose the model that best fits their needs with the help of a Platinum Wealth Partners advisor.

Personalized approach

Platinum Portfolio Models have equity exposure and consequently model values will fluctuate. Conservative, moderate and aggressive equity models are available with final portfolio allocation based on each client’s risk tolerance. Combination models allow clients to choose the mix of portfolio models that best meets individual objectives. Minimum investment per model is $100,000.

Portfolio Models are designed to achieve favourable returns while effectively managing risk for our portfolios.

 Our portfolio fees are based on a percentage of assets under administration. Contact us for detailed information on our portfolio management fees. We do not charge transaction fees for trading or rebalancing. Investment in the models or strategies is subject to risk, including the potential loss of principal invested. The portfolio models strive to achieve favourable returns while potentially managing risk for our portfolios.

Minimum investment per model is $100,000.

Rebalancing of the portfolios may carry tax consequences.

 With any investment vehicle, past performance is not a guarantee of future results.