I've updated the stats on the various individual stock and ETF models as of 7/18/2016. Click the name of the model at the bottom of this page to learn more. …read more »
Investment Management Services
Our "folio" model approach was developed four years ago by Doug Kinsey, who serves as AFG's Chief Investment Officer, and utilizes Folio Investing's innovative portfolio management platform to implement and track our clients' portfolios. Doug has over 25 years experience in financial services and investment management and views investment management as a process of preserving, then growing wealth.
Model Stats are updated
Model Stats are updated
I've updated the stats on the various individual stock and ETF models as of 7/18/2016. Click the name of the model at the bottom of this page to learn more. …read more »
Updated Performance and Statistical Reports for our Models
We’ve just updated the performance and statistical information on some of our models using StatPro, a third-party analytics package. If you’d like to review these reports, please enter your email address after clicking on the following link: Click here to access the latest AFG Folios …read more »
We recently created fact sheets for five of our core models. You may review them here. Artifex Prudent High Yield Fact Sheet 2.14.14 (1) Artifex Alternative Hedge Fact Sheet 2.14.14 (1) Artifex Cloud 9 Fact Sheet 2.20.14 (1) Artifex Equity Income Fact Sheet 2.20.14a (1) Artifex …read more »
AFG Impact
The AFG Impact (abbreviated as AFG SRI) model is a newer model, that is the result of a primary SRI (Sustainable, Responsible, Impact) screen applied to our AFG Large Cap Core model. It is a basic SRI Screen that takes into consideration limitations on alcohol …read more »
Model Portfolio Updates
I’ve made the following portfolio changes today: AFG Cloud 9 Technology portfolio – Selling half of our Amazon.com position due to a very high earnings multiple at 624 trailing and 192 forward PE. Love the company, but the valuation seems exorbitant. We’ve made a nice return …read more »
We’ve prepared a new white paper for you
I just finished our latest white paper on our Artifex Folios method. I hope you enjoy it and get something out of it. If you have questions or would like to discuss this further, please contact me at 855-752-6644. Best regards, Doug Kinsey …read more »
Performance Results of Selected Artifex Folios – December 31, 2013
Here are the Year-to-date and Since Inception performance results of our most commonly used Models as of December 31, 2013 Click the image below to see the report …read more »
The Price America Pays for Global Leadership, By Bob Veres
– 1 – © Copyright 2013, Advisor Perspectives, Inc. All rights reserved. The Price America Pays for Global Leadership By Bob Veres December 24, 2013 America’s political debates inevitably default to finding ways to contain our federal deficits, and our investment debates focus on whether we’re …read more »
We recently updated the performance results for our Folio models. You may access the information here: http://artifexfinancial.com/artifexfolios/performance-results-of-selected-artifex-folios/ …read more »