Investment Methodology

TJP portfolios are created using time-tested investment methodologies that are based on extensive quantitative methods and sound research.

TJP portfolios are:

Diversified – Israel-related equity investments are diversified across many enterprises through the use of investment funds with diverse holdings tied to Israel. This is not the same level of diversification as a truly global portfolio, but that’s not why we are here, and it is nonetheless diversified far beyond narrowly putting all your eggs into one, single commercial enterprise.

Tax-Efficient – taxes are minimized in order to improve real returns.

Fully-Invested – fractional shares from Tradier Brokerage allow virtually all account sizes to be fully invested, yielding larger capital gains if the investment rises.

See Funds and Investment Vehicles for more information.