Investment Services

Taylor Securities is a private fund and portfolio manager who manages opportunity based investments as defined by a targeted strategy. We select our Growth stocks from the ASX Top 500 and our Income stocks from the ASX Top 200.

Our reactions to the market will be fluid and move with short, medium and long-term trends. That said, we do have a general Golden Rule for portfolio structure: 

- No more than 10% per stock or 20% per sector.

A typical preferred approach would be this:

 - Hold 10-12 'Core' Income + Growth stocks selected from the ASX Top 200.

- Have up to 5-6 'Non-Core' Growth stocks selected from the ASX Top 500.