Introducing the Stable EarningsTM Family of Portfolios.
Our family of “sleep-at-night” equity portfolios has a 25-year model track record of low EPS growth variability. The 25-year historic EPS growth trajectory encompasses 3 prior recessions, including the U.S. economic shutdown caused by COVID-19.
25-Year Discipline
Management of the Stable EarningsTM family of equity portfolios is a well-defined discipline that’s been consistently applied over 25 years.
Carefully Selected
We carefully select our portfolio companies based on superior capital efficiency, profitability, and overall fundamental quality.
High-Conviction Strategies
Our concentrated, long-term buy and hold portfolio strategies have produced a low 5%–8% annual turnover, minimizing trading costs and tax obligations.
Durable Risk Hedge
Consolidated earnings stability can result in lower volatility and protection against loss of capital during economic recession and unforeseen events.
Earnings Stability Extends Across the Family.
Our Stable EarningsTM portfolios are managed for earnings stability. Competitive risk metrics, risk adjusted performance and underlying portfolio quality characteristics are a byproduct of the discipline we have practiced and honored for decades. Each portfolio in our family has sustained a steady, 25-year historic EPS growth trajectory through three prior recessions, including the COVID induced U.S. economic turmoil of 2020.
Offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio.
Offers a portfolio of high-yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio.
Offers a portfolio sensitive to Environmental, Social and Corporate Governance issues from the Pacific Point Stable EarningsTM Model Portfolio.
SECore
SE Core offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a demonstrated ability to minimize drawdowns while sustaining a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Stable EarningsTM
- Higher Financial Quality
- Higher Risk Adjusted Return
- Lower Overall Risk
- Higher EPS Stability
- Lower Drawdowns
- Higher Capital Efficiency
- Lower Volatility
S&P 500
- Lower Financial Quality
- Lower Risk Adjusted Return
- Higher Overall Risk
- Lower EPS Stability
- Higher Drawdowns
- Lower Capital Efficiency
- Higher Volatility
Comparison from historical data*
Core Income Fact You Should Know
Not all Core Portfolios are the Same
Most Core Portfolios Assume Too Much Risk
Most Core Portfolios are Over-diversified which can Negatively Impact Your Returns
Experience How Stable EarningsTM Core is different!
SEDividend
SE Dividend offers a portfolio of high yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a demonstrated ability to minimize drawdowns while sustaining high dividend yield relative to a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Stable EarningsTM
- Higher Financial Quality
- Higher Risk Adjusted Return
- Lower Overall Risk
- Higher EPS Stability
- Lower Drawdowns
- Higher Capital Efficiency
- Lower Volatility
Russell 1000 Value Index
- Lower Financial Quality
- Lower Risk Adjusted Return
- Higher Overall Risk
- Lower EPS Stability
- Higher Drawdowns
- Lower Capital Efficiency
- Higher Volatility
Comparison from historical data*
Dividend Income Facts You Should Know
Not all Dividend Portfolios are the Same
Dividend Income is not Guaranteed
Chasing Yield can put Your Principal at Risk
Experience How Stable EarningsTM Dividend is different!
SEESG
SE ESG offers a portfolio of the high or potential for higher Environmental, Social and Corporate Governance (ESG) scores from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio exhibits an MSCI ESG “A” rating while sustaining a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Stable EarningsTM
- Higher Financial Quality
- Higher Risk Adjusted Return
- Lower Overall Risk
- Lower Drawdowns
- Higher Capital Efficiency
- Lower Volatility
S&P 500
- Lower Financial Quality
- Lower Risk Adjusted Return
- Higher Overall Risk
- Lower EPS Stability
- Higher Drawdowns
- Lower Capital Efficiency
- Higher Volatility
Comparison from historical data*