Which portfolio is right for me?
The process of matching your investment goals and personal profile with an asset allocation mix is based primarily on risk tolerance, time horizon, and [...]
June 2019
Is your process quantitative or fundamental?
The strategy is primarily fundamental in nature but uses quantitative tools to increase the efficiency of the team’s work flow. Quantitative models are [...]
What is unique about the Corporate Lifecycle philosophy and how does it help you find better investing opportunities?
The team believes that the predominant modes of market segregation (based on sector or geographic preferences) are not useful starting points when thinking about [...]
What is meant by a “Controlled Growth” strategy?
The Shelton International Select Equity Strategy is likely a suitable investment strategy for those looking for either a core or growth international strategy. The [...]
What happens if one or more of the positions are “called away”?
The proceeds are reinvested into a replacement security as determined by the Portfolio Manager.
What are the main risk factors in option overlay strategies?
Compared to owning the underlying securities outright (without overlay), Covered Call Writing may limit upside potential for securities appreciation. If securities are called away, [...]
Can clients transfer stocks they already own into Shelton Equity Income Strategy?
Yes, if Shelton Capital believes these stocks fit the objectives of the strategy and provide option-writing opportunities, existing positions can be transferred to a [...]
Can clients avoid purchases of individual stocks they don’t want to own in Shelton Equity Income Strategy?
Yes. Some investors don’t want to add further concentration of stocks they may already own elsewhere in their portfolios. Others prefer to avoid stocks [...]
What are the main risk factors in these bond strategies?
All bonds carry a risk that interest and principal will not be paid timely or in full. The benchmark indices against which our portfolios [...]
What is a “green overlay” and how might it affect risk and return?
A portfolio constructed with a green overlay would emphasize bonds that are issued to finance green enterprises or infrastructure; issuers commonly define the uses [...]
