The last step of our process is refreshing and ongoing. We have found that this creates a “stronger” portfolio.
We have the ability to take stocks out of the portfolio that are not active and/or under-performing replacing them with the strongest stocks as indicated by our screening and ranking process. This allows the portfolio to be updated and current and its’ holdings to be the strongest as indicated through our ranking calculations. This is typically done on a quarterly basis but there are also rules that allow this to happen at any time.