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EXPEDITION: A Colorado Only Portfolio

EXPEDITION: A Colorado Only Portfolio

| October 20, 2022
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OVERVIEW:

Expedition provides an investment vehicle for Coloradans to support the business, people, and community in which they live. Our goal is to provide a unique and meaningful way for investors to participate in the capital markets at a local level.

The Expedition Portfolio seeks to provide both long-term capital appreciation and current income by investing in common stocks and bond funds of Colorado based companies. The strategy can target any investment objective and risk tolerance based on a client’s individual circumstances. For the equity portion, individual stocks will be hand selected based on company fundamentals and valuations. For fixed income, mutual funds domiciled in Colorado will be utilized for qualified accounts, whereas Colorado municipal bond funds will be utilized for non-qualified accounts. Holdings listed in the Expedition Portfolio do not reflect a specific sector or demographic. Rather, they are hand selected to target both current income and long-term capital appreciation.

INVESTMENT PROCESS
• Stocks must be domiciled in the state of Colorado, and trade above $3/share.
• Stocks cannot trade in the OTC Markets and must trade on either the NYSE, Nasdaq, or other major indices.
• Positions must have sufficient trading liquidity
• Positions are then screened by fundamental and valuation metrics and weighted accordingly.

TOP SECTOR MIX 

  1. Consumer Cyclical
  2. Technology
  3. Healthcare
  4. Industrials
  5. Consumer Defensive
  6. Real Estate
  7. Communication Services
  8. Basic Materials
  9. Energy
  10. Financial Services

Click here to to visit the Expedition Webpage!



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