Along with providing original and most importantly — accurate — macro investment research, Bespoke is also well known for its advice on individual growth stocks and ETFs. Our philosophy is this: find innovative, best-of-breed companies across a wide array of industries and sectors to construct a diversified growth portfolio. We then let our winners run and we’re quick to sell our losers.
There are two ways for investors to tap into the minds of Bespoke’s investment team in order to gain access to our best growth ideas.
1) Become a Bespoke Wealth Management client and have Bespoke manage your portfolio for you. Bespoke is a registered investment advisor that offers individual account management services. We work closely with each of our clients to construct a portfolio that fits their specific needs. Bespoke manages both taxable and retirement accounts with an account minimum of $250,000. Accounts are housed at either Charles Schwab or Fidelity — both trustworthy broker/dealers — which offers full transparency to clients at all times. If you are interested in becoming a Bespoke wealth management client, please email us or give us a call at 914-315-1248.
2) Become a Bespoke subscriber to either Bespoke Premium or Bespoke Institutional and gain access to our Model Stock Portfolio and our Bespoke 50 list of top growth stocks. The Bespoke Model Stock Portfolio contains our best stock ideas, and since inception in 2007, it has nearly tripled the performance of the S&P 500. At left is a look at the Model Stock Portfolio as it is displayed for current subscribers. Year-to-date in 2015, the Portfolio is up 15.6%, and it’s up 87.4% since inception compared to the S&P 500’s gain of just 29%.
Our Bespoke 50 list of top growth stocks is a basket of 50 names pulled from the Russell 3,000. To make the list of 50, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s proprietary fundamental and technical analysis. Since inception in 2012, the Bespoke 50 has gained more than 100%, and it has doubled the performance of the S&P 500.
You can gain access to our Bespoke Model Stock Portfolio and Bespoke 50 for free by starting a five-day trial to Bespoke Premium or Bespoke Institutional. Sign up is quick and easy right at our Subscribe page.
As always, past performance is not a guarantee of future results.