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Portfolio Datasheets: |
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Growing the Wealth of Knowledge Bassi Investments offers three portfolios designed to meet the varied investment needs of its investors. While the portfolios have different risk, diversification, and investment objectives, all of the portfolios are based on the same underlying investment strategy — firms that make significant investments in their employees are better positioned for long-term success. We monitor the holdings in every portfolio continually and adjust them whenever necessary to support the goals outlined below. To see updated Performance Data Sheets on any portfolio that has been operating longer than twelve months, click on its name in the sidebar. This Bassi Investments offering adheres most closely to the research
that supports our investment philosophy, with its holding comprised
solely of those companies that meet the most stringent Bassi Model
requirements for the level of their training investments. Unlike
the Smart Companies portfolio, this portfolio
makes little effort to balance the overall portfolio holdings across
major economic sectors. Hence, sectors with large numbers of Bassi-qualified
companies may be significantly overweighted relative to the market
as a whole, while other sectors lacking Bassi-qualified companies
may not be represented at all. Bassi Investments offers this portfolio as a lower-risk alternative
to the Human Capital Portfolio. It achieves this goal by significantly
reducing the portion of risk and volatility that is associated with
a portfolio with equities that collectively represent a different
mix of industries than that of the market as a whole. The Smart Companies
Portfolio distributes its equity investments across major economic
sectors in equal proportions to the sectors' representation in the
S&P 500 index. In sectors in which there are not a sufficient
number of equity positions of Bassi-qualified companies, the Smart Companies
Portfolio holds a position in the relevant sector index (typically
S&P SPDRs) to ensure that the sector mix of the portfolio duplicates
the sector mix of the S&P 500. Human Capital — Socially Responsible Portfolio The Human Capital Socially Responsible Portfolio excludes some
companies that are included in the Human Capital Portfolio that
fail to pass screens on social issues. All other objectives and
portfolio management methods are the same as those applied in the
Human Capital Portfolio. Bassi Investments receives input on social
screens from First Affirmative Financial Network (based primarily
on KLD’s PASS and Idealswork Financial’s IWF Advisor
Tool). |