Ten Stocks Growth Strategy
Ten Stocks Growth Strategy is designed to seek capital appreciation by investing in individual equities of large market capitalization.
The portfolio is comprised of equally weighted large market capitalization of both domestic stocks and international ADRs.
The portfolio is monitored continuously and decisions to buy, sell, or hold are made frequently.
The strategy seeks to potentially maximize returns and is not biased to a certain market sector.
| Portfolio | Benchmark | |
|---|---|---|
| Dividend Yield | 0.36% | 1.22% |
| ROE | 27.40% | 24.26% |
| Annualized Volatility | 28.30% | 18.74% |
| Price/Book | 10.96x | 14.59x |
| Price/Earnings | 31.10x | 25.80x |
| Est. 3-5 Yr EPS Growth | 18.70% | 13.90% |
| Market Capitalization | $1,312,833 | $1,195,332 |
| # of Securities | 10 | 504 |
Data shown as of 03/31/26
The process involves screening for companies of large market capitalization that possess:
**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.
