| The Yield Hunter 2009/2010 Blended Quality Income Model Portfolio As Of 12/31/2009 Approximately 51% Invested ANNUAL RETURN GOAL IS 9% Value 12/31/2009 $111,576.90 Up 11.6% |
Copyrights 2006-2007 SGM Publishing |
This is a well diversified model that is dynamic in that we no longer believe that 'buy and hold' is a viable strategy
for any investment vehicle.
By Blended Quality we mean that we have included Income Issues from Investment Grade, Medium Grade and
High Yield Income issues.
We will model with a $100,000 portfolio and will credit the model with Money Market rates using Cash Reserves
from Fidelity Investments as the Money Market Rate.
The investment goal will be consistent returns from interest and dividends with a secondary goal of capturing
capital gains from the purchase of 'mispriced' preferred, common and debt securities.
for any investment vehicle.
By Blended Quality we mean that we have included Income Issues from Investment Grade, Medium Grade and
High Yield Income issues.
We will model with a $100,000 portfolio and will credit the model with Money Market rates using Cash Reserves
from Fidelity Investments as the Money Market Rate.
The investment goal will be consistent returns from interest and dividends with a secondary goal of capturing
capital gains from the purchase of 'mispriced' preferred, common and debt securities.
| The Yield Hunter |
Let's Make Some Money and Sleep Well at Night
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| Security |
| Ticker |
| Shares |
Comm
| Pay Months |
| Quarterly Div/Int |
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Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
| 2009 Dividends/Interest Received |
Date
Sold
Sold
| Sale Price |
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| 2010 Dividend/Interest Received |
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
| 2009/2010 Model Portfolios Blended Income Portfolio High Quality Portfolio High Yield Portfolio |
| Preferred Stocks Master Limited Partnerships Canadian Oil and Gas Trusts US Royalty Trusts Exchange Traded Debt -- $25 Issues Shipping and Transportation |