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Home • 1/5/2009
BDHS LARGE CAP GROWTH PORTFOLIOPortfolio Characteristics
OverviewTraditional investment diversification, also commonly known as asset allocation, consists of proportioning stocks, bonds, and cash to manage volatility and enhance returns. Successful stock selection requires further diversification by style (growth and value) and market capitalization (large-cap, mid-cap, small-cap). Buford, Dickson, Harper & Sparrow offers clients the option of a growth stock portfolio diversified by market capitalization using our Momentum Growth investment philosophy and process. Portfolio
Criteria
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| Industrials |
22%
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| Consumer Discretionary |
21%
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| Technology |
15%
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| Consumer Staples & Healthcare |
14%
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| Basic Industry & Energy |
11%
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| Financials |
11%
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| Telecom Services & Utilities |
0%
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| TOTAL |
95%
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View BDHS Large Cap Growth Performance
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