The WMA Ultra-Yield Portfolio seeks to relatively out-perform the S&P High Dividend Yield Index. The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. The selection of securities for the Ultra-Yield portfolio is a subset of high yield stocks from our Top Picks portfolio. The Ultra-Yield portfolio remains invested in 20 companies which meet our fundamental selection criteria and offer a dividend yield significantly higher than that of the broad equity market.
The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view.
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