| The Yield Hunter 2009 Blended Quality Income Model Portfolio As Of 8/11/2009 Approximately 36% Invested ANNUAL RETURN GOAL IS 9% Value 8/9/2009 $106,433.46 Up 6.43% |
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
|
| Security |
| Ticker |
| Shares |
Comm
| Pay Months |
Div/Int
|
Jan Feb Mar Apr May Jun Jul Aug Sept
| Dividends/Interest Received |