Portfolios

The Chartist manages three types of portfolios. Click on the name of the portfolio you are interested in below to see more details about it. Questions call 800-942-4278.

Mutual Fund/ETF Portfolio

This portfolio is designed for the moderate to aggressive investor who is seeking growth of capital.

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Stock Portfolio

The Chartist takes a purely technical view towards the market. Our analysis is based on The price action of individual stocks in conjunction with many widely followed technical indicators.

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Balanced Portfolio

This portfolio is designed for the conservative, long-term investor. Our goal with the Balanced Portfolio is to achieve a consistent rate of return while minimizing portfolio volatility.

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