AAAMP Portfolios Membership Services
Arbor Asset Allocation Model Portfolios (AAAMP)AAAMP Premium Membership
- Includes Dividend Value Builder Newsletter plus all 6 AAAMP Portfolios (every service I produce, current & future)
- AAAMP Dividend Growth & Income holds a diversified portfolio of dividend stocks with the potential for high total return. The stocks in this portfolio will most closely match the Dividend Value Builder Newsletter. Easy to follow portfolio designed to minimize large portfolio drawdowns. Specific & concise trade alerts e-mailed before every transaction.
- AAAMP Treasure Trove Twelve concentrates on the best stock opportunities among the finest and most consistent dividend growth companies in the world: Dividend Kings, Dividend Aristocrats, and Dividend Champions (companies with 25+ consecutive years of dividend increases. #1 priority is avoiding large drawdowns.
- AAAMP Global Dividend Balanced is a real-time portfolio with a balanced asset allocation between equity, hard assets (real estate, energy, & metals), bonds, and liquid assets. This is a modified version of what has become popularly known as a “Permanent Portfolio”. An easy to follow design with specific & concise trade alerts e-mailed before every transaction.
- AAAMP Global Value - Avoiding large drawdowns is our #1 priority. The portfolio pursues high total returns through global investing in ETFs and individual stocks. We seek a margin of safety and employ an adaptive investment approach with no limits on geography, categories, sectors, or asset allocations. This is my flagship portfolio and has an 21+ year track record of low volatility and outstanding returns. Our goal is to build wealth with a slow and steady approach that only accepts risks when the probability of success is heavily in our favor.
- AAAMP Global Value Aggressive pursues high total return through global investing in ETFs and individual stocks. We seek a margin of safety and employ an adaptive investment approach with no limits on geography, categories, sectors, or asset allocations. Avoiding large drawdowns is a high priority but the Global Value Aggressive will be more volatile than the Global Value. The two Global Value portfolios are our most active portfolios.
- AAAMP Global HIgh Yield is a real-time global portfolio with an emphasis on high income. The portfolio maintains a stock & ETF global high yield portfolio broadly diversified in equities, hard assets / natural resources, bonds, and liquid assets. Risks are managed with value strategies and flexibility in asset allocation.
- Unlimited Personal Customer Service
- Call Ken Faulkenberry at 832-585-7618 for membership access.
AAAMP Dividend Growth & Income
- Mission: Provide an easy to duplicate and follow model portfolio for value oriented dividend growth and income investors. The stocks in this portfolio will most closely match the Dividend Value Builder Newsletter.
- Purpose: Compound long term wealth through dividend income and growth of capital.
- Goal: Outperform S&P 500 Total Return Index (^SPXTR) with lower volatility through each completed investment cycle. We expect the portfolio to underperform in rising markets and significantly outperform in falling markets.
- Suggested Investment Timeframe: 5+ years (minimum)
- Strategy: #1 Priority: Avoid large drawdowns. Employ a tactical asset allocation with an equity target between 25%-75% depending on valuations. Hold 18 - 20 individual stocks which when purchased meet our risk adjusted margin of safety requirements.
- Publication: Monthly or more if needed; no set dates. Expected to average one or two trade alerts / updates per month.
AAAMP Treasure Trove Twelve
- Mission: Provide an easy to duplicate and follow model portfolio for quality oriented dividend growth and income investors.
- Purpose: Own the 12+ best stock opportunities among the finest and most consistent dividend growth companies in the world (25+ consecutive years of dividend increases) within an asset allocation portfolio that places its highest priority on avoiding large portfolio drawdowns.
- Goal: Outperform the S&P 500 Dividend Aristocrats (NOBL) with lower volatility through each complete investment cycle. We expect to underperform in bull markets and significantly outperform in bear markets.
- Suggested Investment Timeframe: 5+ years
- Strategy: Employ a tactical asset allocation with an equity target between 25%-75% depending on current risk/reward conditions. Hold 12-24 individual stocks (companies with 25+ consecutive years of dividend increases). Avoid large drawdowns. Place special attention on outpacing inflation.
- Publication: Monthly or more if needed; no set dates. Expected to average 6 - 12 trade alerts per year.
AAAMP Global Dividend Balanced
- Mission: Provide an easy to duplicate and follow model portfolio for global total return investors.
- Purpose: Compound long term wealth through global investing.
- Goal: Outperform the **MSCI All World Country Index with lower volatility through each investment cycle. We expect the portfolio to underperform in rising markets and significantly outperform in falling markets.
- Suggested Investment Timeframe: 5+ years (minimum)
- Strategy: Maintain a global portfolio with a relatively balanced asset allocation between global equity, hard assets (real estate, energy, & metals), bonds, and liquid assets. This is a modified version of what has become popularly known as a “Permanent Portfolio”. Overall, this is our most aggressive portfolio.
- Publication: No set dates. Expected to average 2 or 3 trade alerts and updates per quarter.
- **MSCI ACWI (All Country Wold Index) Total Return (^MSACWITR): Captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Market (EM) countries covering 85% of the global investable equity opportunity set: U.S. (56%), Japan (7%), United Kingdom (5%), China (3%), France (3%), Other (26%).
AAAMP Global Value
- Mission: Provide an easy to duplicate and follow model portfolio for global total return investors.
- Purpose: Compound long term wealth through global value investing.
- Goal: Outperform the **MSCI All World Country Index with lower volatility through each investment cycle. We expect the portfolio to underperform in rising markets and significantly outperform in falling markets.
- Suggested Investment Timeframe: 5+ years (minimum)
- Strategy: Employ a tactical asset allocation with no limits on geography or category and sector asset allocations. Hold 12 - 35 individual stocks and/or ETF’s determined to have a margin of safety and take profits when they become fairly or over valued. This is our most active portfolio. Avoiding large portfolio drawdowns is our #1 goal.
- Publication: No set dates. Expected to average 3 Trade Alerts / Updates per month.
- **MSCI ACWI (All Country Wold Index) Total Return (^MSACWITR): Captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Market (EM) countries covering 85% of the global investable equity opportunity set: U.S. (56%), Japan (7%), United Kingdom (5%), China (3%), France (3%), Other (26%).
AAAMP portfolios are designed to assist investors in managing their own money in a minimum amount of time. The portfolios are laid out in a simple and concise manner with easy to follow specific trade alerts. This service provides all the resources so you can develop your own plan with confidence. I do the work, you stay in control!
The highest priority of each portfolio is minimizing large portfolio drawdowns. Asset allocation decides up to 90% of total investor returns. This is where investors make the most mistakes and the largest behavioral errors. I will help you concentrate on the aspects of investing that grow wealth little by little.
We focus on ideas and concepts inspired by Benjamin Graham (The Intelligent Investor) and Howard Marks (The Most Important Thing). This philosophy puts special emphasis on value investing strategies: requiring a margin of safety, risk management, proper asset allocation, and avoiding behavioral errors.
Our approach is to invest defensively when valuations are high. However, we want to be ready (emotionally) and able (cash!) to invest more aggressively when a margin of safety exists. This reduces portfolio volatility and allows us to avoid large drawdowns that destroy long term returns.
I am dedicated to helping investors implement sound risk adverse investment strategies that methodically build wealth. Each model portfolio is a real-time portfolio; part of my personal retirement portfolio. In other words I put my money where my mouth is!
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AAAMP Member Testimonials
If you're anything like me, you want to have a guy like Ken Faulkenberry on your team. Ken is someone I can trust to make wise decisions based on a wise strategy and hours of detailed research and analysis.
I like Ken's strategy. He's a value investor, only picking stocks that have "a margin of safety" as he puts it. He is excellent at keeping a diversified balanced portfolio with allocations based on market conditions. He makes wise choices of when to get in and when to get out. One thing I really appreciate about Ken's style is that he personally owns the stocks he recommends.
Besides the wealth of analysis information he provides to his members, he also provides personalized service. I can count on Ken for answers to my endless stream of questions. I usually get a quality response back from Ken the same day. Even when I know we're going to disagree, I know I can count on Ken to give me a straight answer.
The bottom line, I'm quite satisfied with the performance of my portfolio, thanks to Ken and his conservative strategies.
Stephen T.
Virginia
No one can predict the market, but Ken can help you improve your odds, reduce volatility, and make informed decisions on stock purchases. Ken is my "Cliff Notes" to the market so I can focus on other things. He is an excellent guide that leaves me in full control of my assets and eliminates emotional trading mistakes. If slow and steady is your motto, Ken is your guy.
Edward C.,
Chicago, IL
In addition to being a great guy, Ken is one of the best financial advisors I have ever worked with. But don’t take my word for it. Look at his long term record. No fancy money schemes – just information that provides consistent growth regardless of what the markets are doing. I highly recommend Ken and the Arbor Investment Planner.
John Vencil
San Diego, CA
Any serious investor looking to build wealth in the stock market will find tremendous value from the Arbor Investment Planner. Ken's easy-to-follow and deeply informative newsletters provide insightful analysis on which stocks would be in my portfolio. Not to mention, the returns of the AIP's portfolio are down-right phenomenal!
Mitchell Mauer
Ken follows a proven conservative strategy that consistently outperforms the S&P 500. His newsletter is outstanding.
Dale Johnsen
Westlake Village, CA
As a fellow financial advisor/portfolio manager I have admired Ken’s AAAMP service for a while and have subscribed to it. Ken sticks to the tried and tested investment principles and has insights that are extremely valuable to his clients. When the economy and the stock market is undergoing upheavals, Ken stands apart as a voice of reason. Highly recommended.
Shailesh Kumar
Founder, Value Stock Guide
I would like to think of myself as “enlightened”. I studied hard in school, worked hard for my first employer, took great chances when I started my own business, and have put in very long hours over many years growing that business.
In my field I am one of the best in the country. But my field isn’t investing. With all the risk taking I am involved in with the day to day running of my small business, I realized that I need a methodical, well thought out conservative approach to investing. You see, it’s a strange paradox. The same quick thinking and fast response that has served me so well in 31 years of developing my award winning design company is exactly what I don’t want in my investment decisions.
That is why I was so relieved when I met Ken Faulkenberry and became acquainted with Arbor Investment Planner. His investment newsletter is perfect for someone like me that needs a sure, steady advisor whispering in my ear while I spend most of my day trying to sift through what’s important, what’s critical and what is just noise.
I would strongly suggest that you employ the great counsel of Mr. Faulkenberry. Anyone who is a decision maker knows that good information is the key to great decisions. I was lucky enough to find a source of great information, and I whole-heartedly recommend to anyone who is looking for great insight and solid counsel about their investments to become acquainted with Ken Faulkenberry’s Arbor Investment Planner.
Michael Shawn Kelly
Spring, Texas
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