Proprietary Management
Aggressive Risk
Revenue Target: 25%+
Available on Schwab
Equity Innovation SMA
Designed to outperform the S&P 500, NASDAQ 100, and BVP Emerging Cloud Index. Targets the top 20–25 publicly traded companies with projected revenue growth exceeding 25% across innovation-driven sectors.
Artificial Intelligence
Cloud Infrastructure
Semiconductors
Enterprise Software
Fintech
Cybersecurity
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