Ultra Yield April 2018
  • May 01, 2018 04:57 pm
  • by Bill Cara & Owen Williams

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.


Like to give your opinion? Go to Comments

Back

Disclaimer: billcara.com is a website published by Greenfield Capital Inc and neither Greenfield Capital nor billcara.com is a registered broker-dealer or a registered investment adviser. You understand that this web site and its content is furnished for non-commercial, informational purposes only, and that no mention of a particular security in this website constitutes a recommendation to buy, sell, or hold that or any other security, nor any particular portfolio of securities, transaction or investment strategy as suitable for any specific person. Information regarding trading and investment as provided by this website is not tailored to the investment needs of any specific person. Greenfield Capital and billcara.com services will not advise you personally concerning the nature, potential, value or suitability of any particular security, securities portfolio, transaction or other matter. You acknowledge that you are responsible for your own financial decisions and should seek a registered agent depending on your own risk tolerance to advise you on your personal trading activities.