|The Yield Hunter - Model Income Portfolio
Beginning Balance 11/19/2012 $517,945.49
2013 Gain as of - see below
Approximate Percentage Invested - see below
|This is a diversified portfolio of income producing securities that was begun on 11/19/2012.
We have started with the balance shown above, which is the total funds from our previous model portfolios which were
discontinued on 11/14/2012 to allow us to rebuild what we hope is an exciting and successful model income portfolio.
This model will be composed of investments in preferred stocks, exchange traded debt securities, trust preferred stocks,
REITs, MLPs as well as common stock. We consider this model to be a 'blended' model---not too much risk--not too little
Our goal for this year is a 7% return--a return which we believe is attainable without taking extraordinary risk. Of course
with MLP's, REITs and common shares anything can happen.
It should be noted that this is not a 'buy and hold' model. If we have an issue that races up by a substantial amount in a
short period of time we may sell all or a portion of the position. We are conservative by nature and are never shy about
banking a sizeable profit.
|The Yield Hunter
Let's Make some money and sleep well at night
In our 7th Year