High Efficiency Portfolios
Concentrated, Time-Based Stock Funds with embedded exit strategies and a perfect blend of top-down and bottom-up criteria. Each portfolio goes through a modified 4-Stage process for our most efficient, proactive style management portfolios.
Individual High Efficiency Portfolio Performances can be found below.
Click here to view our Archive of Past Stock Holdings in each of our High Efficiency Stock Portfolios over the past 5 years.
Weekly Comparison vs S&P 500 Index Benchmark
Our Average Weighted Portfolio consisting of all of our High Efficiency Portfolios: Annual, BiAnnual, HiPriced, Quarterly, and Rolling30 performance compared to the S&P 500 Index.
Legacy Funds are passively managed Direct Index Funds designed to follow broad-based markets.
Performance of Our Portfolios is simply Amazing Imagine What We can do for You!
Performance Data Disclosure
All performance data follows a strict model-pricing discipline. Data reported is not from actual executed trades. Past experience does NOT guarantee future results.
High Efficiency Portfolios
High Efficiency Concentrated Stock Portfolios are used for diversified growth in your investment allocation. Stocks are US based with no more than 2 companies are in the same industry in each portfolio.
- Actively managed portfolios based on a calendar metric
- Rebalanced on the first trading day according to their respective directives
- Concentrated Stock Portfolios (10 Stocks Each)
- Each Portfolio has an embedded Exit Strategy (Since 2009)
Legacy Direct Index Funds
- Passively managed Direct Index Funds based on geographic markets
- Concentrated Stock Portfolios (10 Stocks – Legacy Direct and Large Cap Value, 20 Stocks in US, International, China, and Compilation)
High Efficiency Portfolios Aggregate Growth Rates
IMPORTANT NOTICE regarding Model Pricing for our High Efficiency Portfolios. All historical data for our portfolios can be ascertained by simply emailing a request to yourvisionourpurpose@oakgrovewm.com. Model Pricing starts at 9:30 AM on the first trading of the month and ends on the last trading day at 4:00 PM.