As the name suggests, Gristina’s G@RY, similar to Peter Lynch’s GARP (Growth At a Reasonable Price) is a value sensitive method of stock selection and portfolio construction. However, a very key distinction is that G@RY emphasizes YIELD, not PRICE (to earnings), as the key indicator of affordability.
Portfolio construction is as critical and the individual stock selection. Certain stocks in isolation may not work, but together with other carefully considered stocks they become the complete portfolio, built for income, stability and total return.
We have been repeating this process for over 10 years now with improving yield, beta and return characteristics.