The Zacks portfolio team has constructed six distinct SMA portfolios around three main investment themes. These portfolios can tilt 60/40 or 40/60, depending on the client’s investment goals.
A diversified portfolio of large, mid- and small-cap companies that can help root a client’s portfolio in a well-rounded all-cap allocation. This portfolio contains approximately 46 holdings (ETF and single stocks).
A portfolio with a core allocation that provides exposure to companies with a consistent dividend history. This portfolio contains approximately 46 holdings (ETF and single stocks).
A portfolio focused on a core allocation that offers exposure to a select number of companies investing in disruptive technology breakthroughs. This portfolio contains approximately 21 holdings (ETF and single stocks).
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