Bulls of the Dow

Bulls of the Dow

The Bulls of the Dow SMA strategy seeks capital appreciation in a portfolio of 10 individual stocks selected from the Dow Jones Industrial Average.

The Bulls of the Dow strategy is a concentrated portfolio comprising ten of the 30 companies that constitute the Dow Jones Industrial Average (DJIA). The stocks are selected quarterly by quantitatively scoring for their downside risk based on valuation, growth, fundamentals, and sentiment. While the computerized approach eliminates human errors, it has led to higher turnover. Since the portfolio’s inception in 2013, this systematic and disciplined approach has been working toward its goal of capital appreciation.

Portfolio Managers

Dave Gilreath, CFP®
Tom Kaiser, CFA, CPA

Inception Date


Bulls of the Dow SMA Strategy Highlights

Bulls of the Dow Portfolio Construction