D+WEP believes that diversification goes deeper than simply holding a mix stocks, bonds, precious metals, etc. We combine multiple models and strategies with low or negative correlations to build the overall portfolio.
Theta Investment Research monitors our D+W Sector Rotation, D+W Dynamic and D+W Equity 102 portfolios by tracking the monthly results of these portfolios. Ask an advisor how you can verify our performance.
Our D+W Sector Rotation portfolio finished in the top three of the 2016 NAAIM Shark Tank competition held by the National Association of Active Investment Managers.
Who We Are
Dauble+Worthington Equity Portfolios (D+WEP) is a Registered Investment Advisory firm (RIA).
What We Do
Dauble+Worthington Equity Portfolios (D+WEP) specializes in tactically allocated, trend-following investment programs. Our portfolios focus on risk control while striving for absolute and relative price performance. D+WEP concentrates on professional money management, research, and trading. We actively manage portfolios and trade accounts for our clients. By balancing risk management with growth, we believe we can show why our strategies are appropriate for most investors. Using our quantitative research, we have established proprietary trading systems which result in low draw-down and consistently positive returns. (more…)