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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.

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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: 

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

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A typical preferred approach would be this:

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 - 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.

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© 2018 Taylor Securities

 

Disclaimer / Disclosure:

This website was produced by Taylor Securities Pty Ltd, which is a Corporate Authorised Representative (Number 414063) of PGW Financial Services Pty Ltd (AFSL 384713). Taylor Securities and Patrick Taylor (Representative number 414064) have made every effort to ensure that the information and material contained in this site is accurate and correct and has been obtained from reliable sources. However, no representation is made about the accuracy or completeness of the information and material and it should not be relied upon as a substitute for the exercise of independent judgment. Except to the extent required by law, Taylor Securities and Patrick Taylor does not accept any liability, including negligence, for any loss or damage arising from the use of, or reliance on, the material contained in this report. This report is for information purposes only and is not intended as an offer or solicitation with respect to the sale or purchase of any securities or financial products. The securities or financial products recommended by Taylor Securities and Patrick Taylor carry no guarantee with respect to return of capital or the market value of those securities or financial products. There are general risks associated with any investment in securities or financial products. Investors should be aware that these risks might result in loss of income and capital invested. Neither Taylor Securities and Patrick Taylor nor any of its associates guarantees the repayment of capital.


WARNING: This website intends to provide general financial product advice only. It has been prepared without having regarded to or taking into account any particular investor’s objectives, financial situation and/or needs. Accordingly, no visitors should rely on any recommendation (whether express or implied) contained on this site without obtaining specific advice from their advisers. All investors should therefore consider the appropriateness of any general advice, in light of their own objectives, financial situation and/or needs, before acting on the advice. Where applicable, investors should obtain a copy of and consider the product disclosure statement for that product (if any) before making any decision.

 

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