Bowers Capital
"The four most dangerous words in investing are 'This time it's different.'"

~Sir John Templeton

"The problem in the stock market is not that it is unknowable, and not that it's too complicated. The problem in the stock market is that we don't let our good ideas work. We're always getting in the way of our better ideas."

~James P. O'Shaughnessy

"Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks."

~Warren Buffett
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  Model Profiles

Since each client account is managed individually, we have no "single portfolio."  Since clients have differing time horizons, risk tolerances, and goals, each portfolio has differing balances of stocks, bonds and cash equivalents; including differing allocations between large, medium, and small company models.

We use proven, time-tested models that have consistently and significantly out performed the market over long periods of time in extensive back testing scenarios. Historical performance of our models will be available for review during our first conversation with you.

We use multiple models when possible, which increases your diversification over large companies, medium sized companies, small companies, and foreign companies.

Of the more than 100 models to which we have access, 3 models that we use often are partially profiled below.  The market caps, price ratios, and other criteria listed is as of 5/4/2007.  Please be sure to read model portfolio strategies in conjunction with this page.


 

Model: Large Cap High Yield (20 stocks)
Offers high dividend income, safety, and growth potential from a diversified group of undervalued well-established companies in 9 industries.  Primarily a large cap model, it has an average market cap of $54 billion, average dividend yield of 4.23%, average price to sales ratio of 1.63, average current ratio of 1.46 and other value and financial strength factors. This value model can be a good total return portfolio for many conservative investors, especially when used in conjunction with a large cap or mid cap growth model.

 
Model: Large Cap Low Payout (25 stocks)
A large cap model with an average market cap of $91.5 billion, average price to earnings ratio of 13, average beta of .89, average dividend yield of 3.68%, average 5-year payout ratio of .41, and is diversified over 12 industries, among other value and financial strength overlays.  A good total return vehicle for long-term investors.


 
Model:  Mid Cap Growth (30 stocks)
A pure growth model diversified over 16 industries. The average market cap is $3.06 billion, price to sales ratio of 0.85, and each stock has strong 12-month price momentum, among other growth and financial strength factors.  A model that combines value with momentum, appropriate for the growth component of a balanced portfolio.

 

Back to our methods:  Model Portfolio Strategies

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