Stocks & Bonds
Oracle Financial Group seeks to buy companies whose selling price is significantly below the price that they should be selling for. We seek to find value. We do not depend on short-term market moves or jump on the band wagon for the latest fad. We buy companies that have demonstrated fundamentally sound performance but are under appreciated by the market. Through rigorous analysis and numerous metric measurements, we buy companies whose future appears to be bright and show solid potential for growth.
Oracle Financial Group only invests in securities of U.S.-listed companies and only takes long positions.
Oracle Financial Group only invests in securities of U.S.-listed companies and only takes long positions.
Mutual Funds & Exchange Traded Funds
When using funds in the development of a portfolio, Oracle Financial Group focuses on fund style and asset allocation. Segmenting the portfolio between value funds and growth funds is the first step. Next we allocate the account among the investment styles and asset categories. Both elements are driven by the client’s goals and needs and tolerance for risk. The portfolio developed will be value-biased, and with funds that have proven track records.
Whether stocks, bonds, mutual funds or exchange traded funds, past performance is not necessarily an indication of future performance.
Photo: Rodin's The Thinker, Philadelphia ©2015 Cyndy Drue