The CAIM Mock Portfolio Taste Test. We recently completed our first ever recommended mock portfolio for baby boomers. Our survey reveals that our value oriented portfolio is cheaper and less risky than a traditional “growth” portfolio, and pays dividends, which are compounded as stock prices appreciate. Conclusion: Dividend stocks taste better for Baby Boomers than less appealing expensive growth stock peers.
Catherine Avery Investment Management—CAIM Named to PSN Top Guns List of Best Performing Strategies for Q4 2024: Named ‘Manager of the Decade’
May 13, 2025
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Sarasota, FL , February 24, 2025 CAIM
