Ariston Advisors - Portflio123 Family Stock Model

ABOUT ARISTON - CPR

STOCK MODEL PORTFOLIOS

OPENING AN ACCOUNT

A Division of Contact us at 800.521.0267

Click on a name below to learn more about the strategy and performance for each of the following avaliable Model portfolios:

Ariston Advisors Ariston Select New Constructs Portfolio123 ValueEngine

All Style Portfolio
Relative Growth
Sales Growth Leaders
Favored Value Plays
Income Stocks
Relative Value 20 Most Attractive Large Cap GARP Top Ranked
Income Stocks
Value & Momentum ValuEngine View

Portfolio123: Income Stocks

This model targets some of the better opportunities in dividend paying stocks. The average Yield of the holdings is 4.5%. This is NOT included in the out-of-sample or simulated results. The models holds the 20 highest yielding stocks that pass all the requirements. The portfolio is rebalanced and reconstituted once a month.

Some of the requirements are:

Have a minimum yield of 1.5
Dividend Growth in last three years
Balance between yield and ability to maintain it

This model holds 20 positions and has an annual turnover of approximately 150%. We rebalance the portfolio every 4-6 weeks. This model is based on Portfolio123's 'Income' model and is modified to work with the FOLIOfn's platform

Model Creation Methodology

Creating Portfolio123 models involves many steps and thorough analysis. First an overall strategy is chosen, like Value or Growth. Factors are then chosen that fit within the strategy, and show statistical significance in explaining excess returns. The models are then simulated using historically accurate data with no look-ahead bias. A variety of techniques are used to ensure that the results would have closely matched reality.

The results are rigorously analyzed using Monte Carlo simulations, rolling simulations, mean/variance optimization, correlation analysis, etc. The end results are models which are robust and have a high probability to perform as well as the historically simulated results during Bull and Bear markets.

NOTE: No manual intervention is allowed with the quantitative models' selections in any case except in very specific circumstances where the ranks derived from fundamental company data no longer reflects the value of the company. The following situations prevent the model from selecting the stock or trigger an immediate sell:

Mergers and Acquisitions
Fraud and Scams
Indictments and or legal action against management team

Disclaimer: Ariston Advisors is a division of Consolidated Portfolio Review Corp. a registered investment advisor operating under the jurisdiction of the U.S. Securities and Exchange Commission. This Web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This Web site is in no way a solicitation of offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEB SITE."

Simulated and Current results are approximate and are not an indication of future performance. Future performance is not guaranteed and model may perform better or worse.