Sentry Page Protection

Current Holdings:

You can also view all of our current holdings and historical monthly update reports, below...

 
 


"Disciplined Growth" Portfolio:

This strategy identifies attractively priced securities for long-term investors interested in accumulating wealth.  We believe these securities represent truly exceptional long-term investment opportunities. Collectively, these securities form a complete, diversified, stand-alone portfolio for long-term investors. Consideration within this portfolio has been given to both sector diversification and position-sizing, as well as carefully selecting attractive long-term opportunities.

Picture1.png

Search for reports on the ticker symbol of your choice. For example, search "UNP" for Union Pacific.


 
 

"Income Equity" Portfolio:

This strategy identifies attractively priced value stocks with above average dividends.  We believe these securities represent truly exceptional long-term investment opportunities.  Collectively, these securities form a complete, diversified, stand-alone portfolio for long-term investors. Consideration within this portfolio has been given to both sector diversification and position-sizing, as well as carefully selecting attractive long-term opportunities.

Picture8.png

Search for reports on the ticker symbol of your choice. For example, search "UNP" for Union Pacific.


“Balanced Income” Portfolio:

This is a balanced portfolio including both equities and fixed income securities. The target mix is 60% equities and 40% fixed income, although the mix will vary over time. A balanced portfolio can reduce volatility risks and provide a high level of income.

Bal Holdings.png

Search for reports on the ticker symbol of your choice. For example, search "UNP" for Union Pacific.


Monthly Performance Updates:


Members Mailbag:

Is there a specific investment or topic you'd like to see covered on Blue Harbinger? Let us know, and we'll do our best to cover it. Please use the following members-only form to submit your request. Thank you.

Picture14.png
Name *
Name

Members-Only Reports:

Member Login
Welcome, (First Name)!

Forgot? Show
Log In
Enter Member Area
My Profile Log Out