| The Yield Hunter 2009/2010 High Quality Income Model Portfolio As Of 7/01/2010 Approximately 60% Invested ANNUAL RETURN GOAL IS 7.5% Gain Since 12/31/2008 As of 7/29/2010 Up 10.3% |
Copyrights 2006-20010 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.
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 (NOTE-money market income has been discontinued--it is not
worth the effort)
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.
NOTE---A YELLOW BACKGROUND MEANS THE GRID CELL IS INCORRECT (likely a non traded issue causes this). When a price is
incorrect it affects many other numbers.
for any investment vehicle.
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 (NOTE-money market income has been discontinued--it is not
worth the effort)
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.
NOTE---A YELLOW BACKGROUND MEANS THE GRID CELL IS INCORRECT (likely a non traded issue causes this). When a price is
incorrect it affects many other numbers.
| The Yield Hunter |
Let's Make Some Money and Sleep Well at Night
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
| Get Some Good Stuff |
| If you would like a few additional ideas of investments that we like we will send you an occasional (maybe once a week or maybe once a month) note with a super idea. We will not send any emails beyond these ideas. Just fill in your email and submit |
|
| 2010 Dividends/Interest Received |