Dauble+Worthington offers a wide range of blended portfolio options to meet the needs of most investors. Please click the "Download Tear Sheet" button under each description to download a PDF tear sheet with more information and important disclosures.
D+W Total Strategy
D+W Total Strategy incorporates a combination of multiple portfolios offered through Dauble+Worthington Equity Portfolios. Using our proprietary long, intermediate, and short term signals, we are able to adapt to changing market environments to protect assets while also focusing on growth.
| Period | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
| Return | 4.93% | 25.13% | 7.28% | 3.46% | 8.88% |
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D+W Dynamic Opportunities
D+W Dynamic Opportunities is a blended portfolio consisting of four models. These models invest in various indices, sectors and individual stocks. The models included are D+W Dynamic, D+W Index Rotation, D+W Sector Opportunities and D+W Large Cap Opportunities.
| Period | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
| Return | 6.58% | 33.57% | 12.19% | 5.09% | 10.52% |
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D+W Total Equity Strategy
D+W Total Equity Strategy is a blended portfolio consisting of four models. The models included are D+W Index Rotation, D+W Sector Rotation, D+W Sector Opportunities and D+W Large Cap Opportunities.
| Period | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
| Return | 8.62% | 42.91% | 15.26% | 6.59% | 12.69% |
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D+W Sector Strategies
D+W Sector Strategies is a blended portfolio consisting of two models. The models included are D+W Sector Rotation and D+W Sector Opportunities.
| Period | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
| Return | 16.08% | 55.02% | 16.06% | 9.60% | 14.20% |
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