Model Portfolios

Goodwin Portfolio (“Goodwin”)

 

The Goodwin Portfolio was created to provide long-term capital growth for all investors.  Goodwin can serve as the high growth arm of client's overall portfolio.
 

Goodwin invests in securities that are under appreciated by the market.  This generally means an investment that is inexpensive relative to the cash it generates, and/or one that sells for less than it's liquidation value.  What this means is that they are trading at a considerable discount to their "Intrinsic Value" (our estimate of a company’s value). For a complete understanding of our philosophy, go to "Our Philosophy" under the Philosophy tab, or click here

 

Goodwin looks to invest in stocks, bonds, and other financial instrument that can provide our clients with long-term capital appreciation, as long as they are listed on an exchange and meet/exceed our investing criteria. While we do not engage in direct "short-selling" (betting individual stocks will go down in price), we do hedge using some readily available investment vehicles when we deem it beneficial for the management of the fund.

 

Unlike traditional "funds", Goodwin is a fully transparent account that is held in each client's own name at Interactive Brokers.  It is a Portfolio located within a clients Separately Managed Account except that the portfolio decisions are centralized according to a Model managed by Maredin.  

 

We urge you to review our philosophy, investment process and characteristics, to gain some additional insight in how we think about managing your money.

 

 

IBIS Portfolio (“Ibis”)

 

The Ibis Portfolio was created to provide investment income in the form of dividends, and interest through the investment in bonds, bond funds (ETF’s and other), debt instruments, REITS, stocks, and other securities whose primary goal is income producing. Ibis can serve as the high income arm of client's overall portfolio. 

 

Unlike traditional "funds", Ibis is a fully transparent account that is held in each client's own name at Interactive Brokers. It is a Portfolio located within a clients Separately Managed Account except that the portfolio decisions are centralized according to a Model managed by Maredin.

 

We urge you to review our philosophy, investment process and characteristics, to gain some additional insight in how we think about managing your money.

 

Cinder Portfolio (“Cinder”)

The Cinder Portfolio was created to provide capital growth in the form of appreciation through the investment in ETF's, Mutual Funds, and other "Fund" like securities. Cinder can serve as the foundational part of client's overall portfolio.  

 

Unlike traditional "funds", Cinder is a fully transparent account that is held in each client's own name at Interactive Brokers. It is a Portfolio located within a clients Separately Managed Account except that the portfolio decisions are centralized according to a Model managed by Maredin.

 

We urge you to review our philosophy, investment process and characteristics, to gain some additional insight in how we think about managing your money.

Fort Portfolio (“Fort”)

 

The Fort Portfolio was created to provide investment income in the form of dividends, and interest primarily through investments in ETF and Mutual Bond Funds, debt instruments, REITS, and other securities whose primary goal is income producing. Fort can serve as the foundational income arm of client's overall portfolio.  

Unlike traditional "funds", Fort is a fully transparent account that is held in each client's own name at Interactive Brokers. It is a Portfolio located within a clients Separately Managed Account except that the portfolio decisions are centralized according to a Model managed by Maredin.

We urge you to review our philosophy, investment process and characteristics, to gain some additional insight in how we think about managing your money.

Separately Managed Accounts (“SMA”)

 

Separately Managed Accounts are individually tailored accounts designed to help individuals/families achieve their financial goals. With SMA’s there are few limitations as to how a portfolio can be constructed.  Clients discuss goals and objectives, and Maredin, utilizing its vast experience as an investment manager, will tailor a plan designed to meet those goals. Each account is held at Interactive Brokers in the client's own name.

 

Portfolios can consist of ETF's, Bonds, Notes, Mutual Funds, Individual Stocks, and virtually anything else a client may want.  All investments are selected based on their ability to help meet the client's financial goals. They can be as aggressive or conservative as desired.

 

Some of the strategies that may be utilized with SMA’s are:

 

-Capital Preservation/Risk Aversion

-Targeted Diversification; Sector, Industry, or Geographically Specific

-Seeking Better than Average Growth/Performance
-Dividend/Income


 

Note: since Separately Managed Accounts are completely custom tailored portfolios/accounts, results are client specific.

Contact Us

16132 SW 74th Place,

Village of Palmetto Bay (Miami), FL 33157

Tel. 305-458-2975

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