Diversified supplemental portfolio having primarily Equities in US (90%) and Australia (10%) that have history and future expectations of reliable dividend payment derived from operations. Most of the companies are engaged in the operation of commericial real estate enterprises (Real Estate Investment Trusts or REITS). About 30% of the FOLIO is exposed to Mining and Natural Resource companies, including metals (Gold, Copper, Nickel, Iron Ore, etc.) and timber. CIO gives priority to equities that have history and future probability of rising dividend payments because of a relatively conservative capital structure and rising value of the product/s distributed. This FOLIO's strategy is intended to benefit to a degree from rising inflation and an expanding economy. Designed for reasonable current income with target of 3-4% yield from dividends alone. Standard Deviation targeted at 120-150% of S&P500. Target Beta is 1.25.
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. REIT’s are taxed differently from regular corporations, and distributions from them can also be subject to rules that are different from rules that apply to regular corporate dividends. It is recommended that all interested investors visit the website http://www.reit.com/IndividualInvestors/IndividualInvestors.aspx for more information. The value of equities with high dividend yields tend to decline signficantly if dividend payments are reduced.
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