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 | 13.39% | 23.89% | 14.70% | 8.46% | 12.77% |
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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 | 15.59% | 27.83% | 19.27% | 10.47% | 15.72% |
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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 | 19.83% | 36.24% | 22.86% | 12.42% | 18.03% |
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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 | 27.03% | 47.03% | 19.38% | 10.40% | 14.81% |
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