Real money portfolios.
Nothing hypothetical.
Achieve your financial goals.
Since 1969, The Chartist has been dedicated to helping individuals achieve their financial goals. Portfolio Manager Dan Sullivan has always applied his own disciplined, unbiased, and independent approach to making money in the stock market. Through bull and bear markets, he has helped clients do the same.
The Chartist manages three types of portfolios: Mutual Fund/ETF, Stock and Balanced.
Mutual Fund/ ETF Portfolio
This portfolio is designed for the moderate to aggressive investor who is seeking growth of capital.
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.
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.