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Severin Investments Models

Below is a list of Severin Investments models that are available to individual investors or to advisers through certain overlay managers, TAMPs, and sub-advisory agreements. For more information about the models, or how you can implement them in your practice, please email info@severininvestments.com or call (866)983-2707

The Current Equity Income Program

The Current Equity Income Strategy (CEI) is our flagship model. CEI is a 100% equity portfolio that uses common stock and limited partnerships to achieve an above market dividend yield with capital appreciation. Current Equity Income is fully invested in US equities and generally holds around 85 securities. You can find our allocation on the pie chart below:

The Relative Strength Program

The relative strength portfolio is a systematic portfolio based on the relative strength index. The Relative Strength Index (RSI) is a technical indicator that compares the performance of a stock to that of the overall market. By using specific calculations, we can identify the strongest and weakest performers compared to the overall market. The universe of stocks for selection is the constituents of the S&P 500 index.  The portfolio consists of 49 stocks that are equal weighted on the first trading day of each month based on recent price action relative to its benchmark (S&P 500).

The Growth Program

The Growth program includes three styles-- Long Term Growth, Moderate Growth, and Conservative Growth. Each style is available as either a stock, bond, and ETF model or a straight ETF model. These three styles have a long-term horizon and are suitable for investors who are looking for capital appreciations. Long Term Growth is the most aggressive style , while Conservative Growth is the least aggressive. 

The Growth & Income Program

The Growth & Income Program includes Moderate Growth & Income. This style is designed to provide moderate capital appreciations with income producing securities. This style is only managed as a stock, bond, and ETF model. No ETF-only models are currently available. Investors with a long-term horizon but limited tolerance to risk may find this model attractive. 

The Income Program

The Income Program consists of Conservative Income. It is comprised mainly of fixed income with some equity. Conservative Income is only available as an ETF-only model.