Value Investing Portfolio Management

Welcome to the

Arbor Investment Planner

– A Value Investing Portfolio Management Guide -

The Arbor Investment Planner is an investment portfolio management guide with an emphasis on capital preservation and value investing. The goal of this website is to educate and empower individual investors to self-direct their investment portfolio management.

The Arbor Investment Planner Portfolios are real-time portfolios that are a part of my personal retirement plan. I share these portfolios with my membership. This includes a detailed asset allocation, individual percentages allocated to each investment, and precise instructions (trade alerts) to any changes I make in the portfolio.

My objective is to provide an easy to follow portfolio management guide for self-directed investors. My subscribers have varying amounts of time to do their own research (most are busy being successful in other areas). But everyone can use a stabilizing voice of reason when it comes to keeping their emotions in check, especially at critical moments (i.e. market tops, market lows).

My goal is to make you a better investor. I take pride in providing members who want to learn, and become better value investors, the resources to do so. I believe I can keep you focused on the long term. Many times that means doing the opposite of what most investors are doing. In addition to sharing the portfolios, I share my insights as to what I’m thinking I and why I’m taking each action. Then you make your own decisions!

I put special emphasis on value and price. In both my portfolios I pay particular attention to maintaining a margin of safety. I focus on the long term because large drawdowns are devastating to building long term wealth. That may mean forgoing gains when when assets are expensive, but be willing to invest aggressively when the odds are heavily in the investors favor (bargain prices).

Two Real-Time Active Model Portfolios :

Arbor Dividend Portfolio (ADIVP)

This portfolio is designed for Benjamin Graham’s defensive investor. The defensive investor is a conservative investor who seeks a portfolio that requires a minimum of effort.

The portfolio consists of stocks and ETFs (exchange traded funds) that can be held in any brokerage account. It holds a mix of quality individual dividend paying stocks and bonds, as well as bond ETFs, and Money Market Mutual Funds.

This is a portfolio concentrated in stocks of quality companies that pay and consistently raise their dividend. The portfolio varies its asset allocation to equities depending on valuation.

- At least 75% of the stocks will be in companies that have increased their dividend for a minimum of 10 consecutive years.

Asset Allocation to Individual Dividend Growth Stocks: Active and Flexible depending on opportunities available.

Number of Stocks:  Minimum: 12   Maximum: 25

The Arbor Dividend Analyzer: 30 Qualitative and Quantitative metrics.

Fundamental Score, Profitability & Growth Score, Valuations Score.

Max. # of Trade Alerts Annually: 12

Benefits of ADIVP:

A portfolio concentrated in quality dividend growth stocks.

Low Maintenance: Limited to 12 trade alerts annually.

Concentrated in large stable companies that raise their dividend consistently.

Flexible Asset Allocation depending on valuations.

Qualitative and quantitative (valuation) screens applied.

A value approach that is uniquely applied to dividend growth stocks.

Membership Plans

My Flagship Portfolio:

Arbor Asset Allocation Model Portfolio (AAAMP)

The AAAMP has no restrictions. I go anywhere in the world I can find value with a margin of safety.

15 year track record of low volatility and long term high returns

Benefits of AAAMP:

Long term record of low volatility and above average performance.

Maximum flexibility in asset allocation.

Maximum flexibility in geography.

Maximum flexibility in selecting sectors and industries.

Maximum flexibility in individual stock selection.

Maximum flexibility to invest with a margin of safety.

Trade Alerts on an as needed basis means maximum flexibility in taking advantage of opportunities due to volatility.

Risk management is the my first priority in management of the AAAMP portfolio. The biggest risk of investing is permanent loss of your investment capital.  Most investors believe volatility = risk. I believe volatility = opportunity.

Many investors fear volatility because they allow their emotions to cause them to make bad decisions at key moments (i.e. market tops and market bottoms). Poor decisions such as buying expensive assets and selling bargain priced assets is caused by investor behavior, not by volatility.

Your membership means you will have a voice that will help you stay grounded when others are buying at high prices or selling at distressed prices.

Become an AAAMP Member Today and Get a ADIVP Membership for FREE!

Membership Plans

If you have any questions feel free to contact me at



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