Diversified supplemental portfolio having primarily Equities in US (65%) and Europe’s developed countries (35%) that have history and future expectations of reliable dividend payment. CIO gives priority to equities that have history and future probability of rising dividend payments. Designed for reasonable current income with target of 4.5% yield from dividends alone. Equities of Banks and companies in Financial Services are minimized. Equity style is heavily oriented toward Large Cap Value. Standard Deviation targeted at 70-85% of S&P500. Target Beta is less than 0.70.
Past performance does not predict future performance. Dividend income is result of payments made typically at the discretion of the company's management and Board of Directors and are not guaranteed. The value of equities with high dividend yields tend to decline signficantly if dividend payments are reduced.
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