Pursuing the Perfect Portfolio

Is there such a thing as the “Perfect Porftfolio”? The short answer is “No”. Rather, it is an ideal that must be held in each investor’s mind that drives the creation and implementation of an investment strategy.

If you could design such a thing, it might look like the chart to the right. A straight line from the bottom left of the chart to the top right. It never goes down. It is always making a new high. It allows the investor to plan his financial future accurately. It is what every investor wants and no investor can get.

But, at Stone Barn Portfolios, we specialize in crafting investment strategies that attempt to get as close as possible to that ideal. We begin by using proven investing techniques that help us to control risk. And, where risk is necessary, we make sure that we are getting returns that justify the risk taken.

There is much more to this story. Click below to learn more.

Learn More

The Stone Barn Advantage

You will have access to professionally designed and researched investment strategies that can be tailored to fit your risk and return needs.

These strategies are easy to implement, cost effective, time efficient and are the result of more than 50 collective years of professional investment manager experiences. Click the items below to learn more.

Easy to Implement

Every month you be notified which stocks or ETF’s to Hold, Buy, or Sell for your portfolio and what target allocations to use.

Risk Controlled Strategies

Time-Tested investment techniques are used to select stocks and ETF’s that offer the best opportunity for return and the most control over risk.

Cost Effective

No asset-based management fees. Regardless of your account size you pay a reasonable subscription fee.

Time Efficient

Stone Barn Strategies trade monthly at the beginning of each month. Depending on which Broker you use, you will spend between 10 and 30 minutes per month keeping your portfolio current.

Ready to make Your Life Easier?

You have better things to do with your time than spend it agonizing over charts, formulas, earnings reports, and whatever the talking heads on TV are contradicting themselves with today.

Once a month we will point you to stocks and ETF’s that offer potential for return along with risk controlling properties that can help you reach your financial goals and sleep at night.

Start your 30 day Free Trial Now

Or Contact us using the form below for more information.