Simply Invest is in the risk-reduction business. We will try to minimize the risk for your target return. This is not a sprint, it’s a marathon. Surviving is the key to success.
We take our value-add job very seriously. We acknowledge that you have many choices and we are thankful for your time and business.
Our Proprietary Models:
Below is an illustration of our 2 proprietary quantitative models. These models screen US Stocks with over $10 bn market cap and re-balance with equal weight every month.
The models were back-tested for past 15 years and showed exceptional performance vs S&P500 Total Return Index.
Note: We have not made available these models via this platform as it may be too cumbersome for individuals to re-balance the portfolio every month.
Companies with history of Dividend growth currently trading at cheap valuations
Companies currently showing high growth in earnings and dividends