SmartGrowth Strategy
Growing with precision. Adapting with purpose.
A disciplined investment approach designed to align with your long-term goals and risk preferences. Two model families — Allocation and Stock — managed monthly with WealthVisory's proprietary technical analysis.
the Suite
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Spectrum
Two model families One disciplined approach.
SmartGrowth gives investors a clear, structured path from conservative income through aggressive equity growth — with portfolios actively managed using WealthVisory's proprietary technical analysis of supply and demand.
— Allocation Models
Six fully diversified portfolios spanning 20% to 100% equity. Each blends individual stock sleeves, core equity fund holdings, and a tactical equity rotation sleeve targeting top-performing asset classes.
Fixed income sleeves tactically rotate while maintaining a single core holding for stability.
— Stock Models
Three concentrated, equity-only strategies built for investors who want focused exposure to U.S. and global stocks — selected through our supply-and-demand technical analysis.
Each portfolio is reviewed and adjusted monthly, ensuring positioning remains aligned with shifting market conditions.
Six portfolios, calibrated by risk-reward.
Each model balances equity and fixed income to match an investor's goals — from capital preservation to aggressive growth.
Conservative
Concentrated equity, actively managed.
Three stock-only strategies for investors pursuing maximum growth — each grounded in WealthVisory's technical, supply-and-demand approach to security selection.
SmartGrowth
Flagship Stock
A concentrated portfolio of leading U.S. stocks drawn from the S&P 500, Dow, and Nasdaq, paired with a static allocation to the “Super 6” core holdings.
SmartGrowth
Global Stock
An aggressive stock-only model with the ability to allocate up to 50% internationally — built for investors seeking diversified equity exposure across global markets.
SmartGrowth
Focused Stock
An aggressive stock-only model concentrated in S&P 500 and Nasdaq names — built for investors with a high tolerance for volatility in pursuit of maximum growth.
Three reasons SmartGrowth works.
Diverse Risk-Reward Spectrum
Nine distinct strategies span conservative income through aggressive growth — adapted to varied investor needs and life stages.
Active, Technical Management
Monthly reviews driven by proprietary technical analysis keep portfolios aligned with shifting market trends and conditions.
Tactical Rotation Sleeves
Allocation and fixed income sleeves tactically target the best-performing asset classes — not static benchmarks.
Find the SmartGrowth strategy aligned with your goals.
Schedule a 30-minute introductory call with a WealthVisory advisor to explore how SmartGrowth fits into your broader financial plan.
Securities and Advisory Services offered through Prospera Financial Services. Member FINRA/SIPC. Investments involve risk and may lose value. Past performance is not indicative of future results. Allocations shown are target allocations and may vary based on market conditions and tactical adjustments. The SmartGrowth Strategy is not suitable for all investors; consult your advisor to determine if it aligns with your objectives, risk tolerance, and time horizon.