Income & Growth Portfolio

Quality always wins out eventually, thus stocks & preferred shares backed by strong underlying businesses should recover from short-term price dips. Our holdings are broadly diversified over a wide range of industries, which has proven to be a reliable strategy to grow principal and provide long term stability.

Over the long haul, we see major challenges from inflation, stemming from rising materials costs, and massive cash infusions injected into the banking system. That’s why we continue to look for yield plays where the distributions rise as the underlying business grows.

The Income & Growth portfolio consists primarily of common and preferred stocks, limited partnerships, and bonds with an objective to minimize the following risks:

  • Inflation risk which diminishes purchasing power
  • Credit risk by focusing the majority of holdings in investment grade securities
  • Market risk by diversifying between various income sectors such as, REITs, utilities and preferred stocks

Investment Strategy Communicated With Transparency

Leeb Capital Management provides quality investment management services to individuals and institutions. Our steadfast track record began in 1999, with macro “thought leadership” and diligent research wisely guiding our investment portfolio management.
Communication is the key to successful client relationships.
Every client is held in the highest regard and investment portfolios are tailored to meet each client’s investment objectives.
Feel free to request a portfolio review to discuss performance.