investing with seensco model portfolios
SEENSCO has created a series of model portfolios to help retail and institutional clients obtain superior investment results while saving time and money. SEENCO's model portfolio's have been created with a customized asset allocation aimed at delivering risk-adjusted returns that are in line with the needs of different types of investors.
SEENSCO has developed 6 model portfolios. These portfolios were derived based on a mean-variance optimization procedure and should appeal to multiple types of investors. Each portfolio is re-calibrated annually or unless otherwise warranted due to major stock price movements. Get Started Now
Pay our annual subscription fee and nothing more. Do it yourself and pay zero portfolio management fees. Our Model Portfolios offer a cost effective investment alternative for investors desiring small or large portfolio holdings.
With no portfolio management fees and no advisory fees, pay only account fees, if any, and transaction fees charged by your self-directed brokerage company. This could save you more than 1% in costs per year compared to other portfolio management solutions.
Do-it-yourself portfolio management based on our model portfolios can translate directly into higher risk-adjusted returns for your portfolio.
Note: Reflects average fund expenses and advisor fees based on a selection of 236 American and Canadian mutual funds, managed ETF accounts, and fee-for-service advisor services.
Find Those Perfect Stocks!
"With SEENSCO, you gain access to 6 model portfolios. Each portfolio is composed of 25+ stocks, was constructed based on MVO principles, and is oriented towards a distinct market strategy. You can choose to replicate the portfolios or alter your holdings based on your own opinions and judgements. Each portfolio has outperformed the S&P 500 since inception!"
Understanding Volatility, Returns, and Which Portfolios are Right for You
When choosing a Model Portfolio, it is important that you understand the common trade-off between volatility and return. For example, based on the current portfolio’s holdings of our "Core" portfolio, we expect to earn an average annual compound rate of return of 10%. Also, there is a 31% probability of losing money on the portfolio next year. These estimates are based on our best forecasts. Of course there will be annual periods where the returns could be much higher than 10%, or much lower. On the other hand, based on the current holdings in our "Dividend Achievers" portfolio, we expect to earn an average annual return of 8%. There is an 18% probability of losing money on the portfolio next year. All said, it is typically the case that lower volatility portfolios earn lower, but safer, returns over the long-term and higher volatility portfolios earn higher, but less certain, returns over the long-term.
"SEENSCO model portfolios are designed for medium- to long-term investors that want access to professionally structured, low cost, well diversified, portfolios of stocks but do not have the time, temperament or skill-set to pick individual investments and re-balance their own investment accounts. It is frequently called "lazy-man investing" or "couch potato investing."