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Private Portfolio Management

Portfolio Construction

A personal portfolio is constructed from the "Buy List."

The "Buy List" is selected from a cross section of economic sectors based on a proprietary, multifaceted scoring system.
At the initial purchase, each stock is given an approximate target weight of 2.5% - 3% of the portfolio's total value.
Portfolios generally contain 35 - 40 stocks.
Portfolio construction is typically completed within 30 days.

03/20/06

Questions or comments? Contact info@koppinv.com
©2009 Kopp Investment Advisors, LLC · All rights reserved.
7701 France Avenue South · Suite 500 · Edina, Minnesota 55435
Telephone: 952-841-0400 · Facsimile: 952-841-0411 · 1-800-333-9128