Duncker Streett & Co. portfolios are predominantly invested in individual securities. Mutual funds and exchange traded funds are periodically used to gain exposure to niche asset classes to improve diversification.
Portfolios consist of 35 to 50 equity holdings diversified across market sectors and industries that have historically shown the ability to create shareholder wealth over the long term.
Wealth is created through the long-term ownership of growing profitable businesses utilizing a long term buy and hold strategy.
With a focus on the long-term, an overweight to equities is the path leading to wealth creation.
Income can be created through higher yielding preferred shares and to a lesser extent with government and corporate bonds.
This website is for informational purposes only and should not be considered a solicitation by Duncker Streett & Co., LLC to transact business in any jurisdiction in which it is not excluded or exempted from registration as an investment adviser or in which Duncker Streett & Co., LLC has not complied with any registration or filing requirements. Advisory services offered through Duncker Streett & Co. LLC, a registered investment advisor.