Halal Growth Strategy
Halal Growth Strategy is designed to seek long-term capital appreciation by investing in companies that adhere to Islamic principles.
The portfolio is mainly comprised of U.S. large capitalization stocks.
The portfolio is monitored continuously and decisions to buy, sell, or hold are made on a quarterly basis.
The strategy seeks diversification by selecting investments in several market sectors i.e., Technology, Healthcare, Industrials, etc.
| Portfolio | Benchmark | |
|---|---|---|
| Dividend Yield | 0.27% | 1.14% |
| LT Debt to Capital | 21.19% | 35.67% |
| ROE | 22.90% | 24.50% |
| Annualized Volatility | 20.97% | 13.74% |
| Price/Book | 11.49x | 15.95x |
| Price/Earnings | 35.60x | 27.70x |
| Est. 3-5 Yr EPS Growth | 21.80% | 14.40% |
| Market Capitalization | $980,321 | $1,380,070 |
| # of Securities | 27 | 505 |
Data shown as of 03/31/26
Companies are screened based on defined Islamic criteria, which excludes companies with the following attributes:
Bonds and other interest‑based investments.
Companies that do not adhere to Islamic values.
Ex: Alcohol, Pork-related products, Gambling, Pornography, Insurance, and Banking.
Companies that are highly leveraged (high debt).
Derivatives, currency swaps, and other hedging strategies.
**Investment advice offered through Desla Wealth Management, a registered investment advisor.
**There is no assurance any strategy will be profitable or protect against loss. Investing involves risks including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
