Portfolio Strategies: Total Alpha
Portfolio Strategies
SAM Total Alpha
What is Total Alpha?
The Total Alpha strategy offered by Stansberry Asset Management, LLC (“SAM) has a balanced approach that seeks to achieve growth, capital preservation, and income generation. This strategy will aim to capture the upside of bull markets, while implementing tight risk management during prolonged market downturns. Total Alpha will typically be broadly diversified across several investment styles.
A Balanced Portfolio to Meet Your Goals
Total Alpha is a comprehensive investment solution for investors seeking to balance goals of growing wealth, preserving capital, and generating income. We draw upon the vast spectrum of Stansberry Research publications to build a holistic portfolio featuring ideas from the many Stansberry editors and analysts. The resultant strategy is broadly diversified across several investment styles.
Core Investments
Special Situations
Income
Capital-efficient Investments
P&C Insurance
Cash
Melt Up & Speculation
Crisis Hedges
Shorts
Top 10 Holdings as of 9/30/2023
| HOLDING | TICKER | WEIGHTING |
|---|---|---|
| US Dollars | — | 9.16% |
| US Treasuries | — | 7.97% |
| Alphabet Inc Class A | GOOGL | 4.12% |
| Comfort Systems USA Inc | FIX | 4.04% |
| NVR Inc | NVR | 3.91% |
| HOLDING | TICKER | WEIGHTING |
|---|---|---|
| CBOE Global Markets Inc | CBOE | 3.79% |
| American Express Co | AXP | 3.68% |
| Visa | V | 3.62% |
| Danaher Corp | DHR | 3.48% |
| iShares MBS ETF | MBB | 3.24% |