On Building A New Portfolio From Cash

December 10, 2019Evergreen Q4 2019, News

Woodstock Quarterly Newsletter / Winter 2019

When constructing a new portfolio from cash our philosophy is to move expeditiously but use common sense.  Initially, fully knowing that we cannot predict the market, the impetus is to invest a major portion of the funds in a diversified portfolio of stocks that both line up with the client’s circumstances and desires and meet Woodstock financial and quality criteria.  Subsequently, depending upon market conditions, our strategy is to put the remaining resources to work over a period of several months.

Peter Hartzel, Senior Vice President and Portfolio Manager