| Portfolio Liquidated 11/14/2012 Ending Value $128,213.04 The Yield Hunter 2009/2010/2011/2012 High Quality Income Model Portfolio 2012 Beginning Balance 1/1/2012 $122,761.50 Balance 11/6/2012 $129,320.70 2012 Gain as of 11/6/2012 5.3 % Approximate Percentage Invested as of 11/6/2012 57% 2011 Beginning Balance 1/1/2011 $114,656.65 Balance 12/31/2011 $122,761.50 2011 Gain 7.0% As Of 12/31/2011 Approximately 65.2% Invested 2011 Corrected 1/23/2012 (-.3% lower return) 2008-2012 Inception Beginning Balance 12/31/2008 $100,000 Gain From 12/31/2008 to 11/6/2012 Up 29.3% ANNUAL RETURN GOAL IS 7.5% 9/9/2011 Annual Goal Reset to 6.5% |
Copyrights 2006-2012 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. |
| 2010 Dividends/Interest Received |
| 2011 Dividends/Interest Received |
| The Yield Hunter Let's Make some money and sleep well at night In our 7th Year |
| 2012 Dividends/Interest Received |
| 2009/2010/2011/2012 Model Portfolios High Yield Portfolio--Live High Quality Portfolio-Live Blended Quality Portfolio-Live Canadian Income Portfolio-Live |
Real Estate Investment Trusts 'REIT's - Alpha
Real Estate Investment Trusts 'REIT's" - By Yield
Real Estate Investment Trusts 'REIT's' - Preferred
Real Estate Investment Trusts 'REIT's" - By Yield
Real Estate Investment Trusts 'REIT's' - Preferred