Flexible Strategies
Appleton Group offers a complete suite of risk-managed investment strategies, including both broadly-diversified asset allocation portfolios as well as our ever-expanding collection of focus portfolios. Powered by clearTREND Research®, these risk-managed portfolios are typically used for 30 – 100% of an investor’s portfolio.
Asset Allocation Strategies
Appleton Group Portfolio:
Our flagship offering, The Appleton Group Portfolio was established in year 2000 and was one of the first investment offerings in the country to offer an active risk/return management style using exchange-traded funds (ETFs). This strategy seeks to invest exclusively in ETFs whose current price trend is rising, while eliminating exposure to ETFs whose current price trend is falling.
Appleton Group Portfolio Factsheet
Appleton Group Tax Managed Growth Portfolio:
Designed for investors in especially high tax brackets, The Appleton Group Tax Managed Growth Portfolio seeks to balance the desire for low current taxability with portfolio growth. But unlike tax efficient strategies offered by many of our competitors, this portfolio has an active investment risk management component and seeks to insulate investors from catastrophic losses by investing in a variety of “bear market” or “inverse” ETFs during periods of sustained market declines.
Appleton Group – Tax Managed Growth Portfolio Factsheet
Appleton Group – Tax Managed Growth Conservative Portfolio Factsheet
Focus Strategies
clearTREND Opportunities:
The clearTREND™ Opportunities is an all stock portfolio comprised primarily of large cap technology companies. It includes 15-20 companies identified by clearTREND and focuses on those securities demonstrating the most advantageous price trends. Candidates include companies such as Apple, Facebook, Tesla, Marriott Intl., Northrop Grumman, Kansas City Southern, and others.
Appleton Group – clearTREND Opportunities Portfolio Factsheet
Note: Portfolio Minimums ApplySocial Impact Portfolio:
The Appleton Group Social Impact Investing Portfolio invests in a variety of exchange traded funds (ETFs) that contain companies whose focus is on the
following: positive environmental, social, and governance characteristics including fossil fuel free and clean energy characteristics. This strategy seeks to invest in our targeted ETF’s whose optimal price trend is rising, while reducing and/or eliminating exposure to those ETFs whose optimal price trend is falling.
U.S. Sectors Portfolio:
Investing exclusively in the United States, this focused portfolio select key sectors of our home economy. Sectors include energy, telecommunications, technology, real estate, retail, healthcare, financial services and many more.
Income Focus:
The Appleton Group Managed Income Portfolio which was launched in mid-2012, has already garnered interest from our existing clientele seeking exposure to higher dividend-paying segments of the fixed income market. This portfolio invests in fixed income ETFs with exposure to U.S. treasuries, preferred stocks, convertible bonds, emerging market debt, intermediate term corporate bonds and high yield bonds.
Leveraged Growth:
The Appleton Group ULTRA strategy uses leveraged ETFs to increase equity exposure during rising markets. Built for more assertive investors, this leveraged strategy has the potential to produce higher expected returns during cooperative market environments with significantly more volatility along the way. Used as a small slice of a well-diversified portfolio, this strategy can be a way to express a bullish stance.
Wisconsin Focus: CLOSED 12/31/2022
This portfolio breaks new ground for our firm, as it represents our first individual stock portfolio. This risk-managed growth strategy uses approximately 10 stocks from among the 50 largest publicly traded companies in Wisconsin, and focuses on those securities demonstrating the most advantageous price trends. Candidates include companies such as Oshkosh Corp., Plexus, Harley Davidson, Manpower, Badger Meter, Rockwell Automation, and others.
Note: Portfolio Minimums Apply