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Equity Investments

Stocks & ETFs with BlueOakAssets

With our Stocks & ETFs service, BlueOakAssets offers access to both domestic and international markets, enabling clients to invest in top-performing companies and diversified funds. Our advisors build portfolios that reflect your risk tolerance, financial goals, and market outlook.

Whether you're focused on growth, income, or a balanced strategy, we help you gain exposure to sectors with high return potential—technology, healthcare, energy, and more. ETFs offer a cost-effective, low-risk entry point, and we ensure each selection is carefully vetted for performance.

Trust BlueOakAssets to manage your equity investments with precision, strategy, and continual market insight.

Why Stocks & ETFs?

Stocks offer the opportunity for capital growth and ownership in leading global companies. ETFs provide built-in diversification, allowing you to invest in a broad market segment, industry, or theme—often with lower fees.

Stocks & ETFs
+28% Avg. Annual Return
Live Market

Top Performing Stocks

Real-time market data from major exchanges

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Investment Approaches

Our Stock Investment Strategies

Growth Investing

Focus on companies with high earnings growth potential, typically in technology, biotech, and emerging sectors

  • High return potential
  • Capital appreciation focus
  • Long-term horizon

Value Investing

Identify undervalued companies trading below their intrinsic value with strong fundamentals

  • Lower risk profile
  • Dividend potential
  • Margin of safety

Dividend Investing

Build portfolio of established companies paying consistent dividends for passive income generation

  • Regular income stream
  • Stability focus
  • Compounding returns

Index Fund Investing

Track major market indices through low-cost ETFs for broad market exposure and diversification

  • Lower fees
  • Market diversification
  • Passive management
Market Sectors

Sector Diversification

Balanced exposure across high-performing industries

💻

Technology

Software, hardware, semiconductors, and cloud computing leaders

25%
🏥

Healthcare

Pharmaceuticals, biotech, medical devices, and health services

20%
🏦

Financials

Banks, insurance, asset management, and fintech companies

15%
🛒

Consumer

Retail, e-commerce, consumer goods, and entertainment

15%

Energy

Traditional energy, renewables, and utilities companies

10%
🏭

Industrials

Manufacturing, aerospace, defense, and logistics

15%
ETF Advantages

Why Choose ETFs?

Instant Diversification

One ETF can hold hundreds of stocks, spreading risk across multiple companies

Lower Fees

Expense ratios typically lower than actively managed mutual funds

Trading Flexibility

Buy and sell throughout the trading day like individual stocks

Transparency

Holdings disclosed daily, so you always know what you own

Tax Efficiency

Structure typically generates fewer taxable events than mutual funds

Low Minimums

Start investing with the price of a single share

Company Values

It's All About Your Future

Our emphasis is on providing comprehensive financial advice and investment services

Mission

At BlueOakAssets, we help people grow wealth through smart, secure investments driven by expert strategies.

Guarantee

We offer transparent, goal-focused investment services—backed by research, managed by experts, and designed to deliver results.

Ready to Build Your Stock Portfolio?

Start investing in the world's leading companies today