The Coastwise Power 100® index, calculated by Coastwise Capital Group, LLC®, measures and tracks the performance of a well diversified group of companies selected based on various financial measures and criteria as outlined below.
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100 companies, equally weighted
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30% maximum industry concentration
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REITs and utilities excluded
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Minimum duration of dividend payments
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Maximum payout ratio
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Minimum return on equity (ROE) threshold
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Leaders in respective industry
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Approximately 10 - 30 companies added / deleted annually
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Power 100 list updated as of March 31st annually
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ABOUT COASTWISE
Headquartered in La Jolla, California, and founded by CEO/Chief Investment Officer, Scott Kyle, Coastwise Capital Group is committed to creating customized portfolios that meet our clients' investment needs and objectives. Coastwise manages many account types including:
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Individual accounts
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Retirement accounts
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Trust
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Organizational accounts
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529 plans
CONTACT US
7777 Fay Ave., Ste. G5
La Jolla, CA 92037
Tel: 858-454-6670