Broker Check

FFV 100 Portfolios

FFV Catholic Large Cap Growth 100™
FFV Catholic Large Cap 100™
FFV Catholic Large Cap Value 100™

FFV Catholic Mid Cap Growth 100™
FFV Catholic Mid Cap 100™
FFV Catholic Mid Cap Value 100™

FFV Catholic Small Cap Growth 100™
FFV Catholic Small Cap 100™
FFV Catholic Small Cap Value 100™


These are passive investment strategies. 

The process is disciplined, straightforward and effective.  

Minimum investment:  $100,000


Process:

  1. We use our FFV Scorecard® to screen each universe by market cap.
  2. Select the largest 100 stocks by market cap.
  3. Invest equally (1%) in each.
  4. Rebalance quarterly.
  5. Add/subtract constituents (holdings) quarterly, based on updated screening.

We vote all proxies and engage corporations in the portfolio based on our FFV Scorecard®.

Contact us for platform availability and pricing.