Sample High Income Portfolio:
(data as of April 27, 2011)
Portfolio Allocation
When fully invested, the S&F High Income Portfolio maintains 25% of assets in dividend-paying ETF's, stocks and preferred stocks, and 75% in high yield bond funds. Holdings are:
High Dividend Strategy:
| Symbol | Name | Objective | Allo | Buy Date | Buy Price | Price 4-11-11 | %G/L |
|---|---|---|---|---|---|---|---|
| {Symbol} | {Fund_Name} | {Objective} | {Allo} | {Buy_Date} | {Buy_Price} | {Price___4_11_2011} | {G_L} |
Bond Funds
| Symbol | Name | Objective | Allo | Buy Date | Buy Price | Price 4-11-11 | %G/L |
|---|---|---|---|---|---|---|---|
| {Symbol} | {Fund_Name} | {Objective} | {Allo} | {Buy_Date} | {Buy_Price} | {Price___4_11_2011} | {G_L} |
Portfolio Track Record
Both strategies are exceeding the benchmark (as of 4/21/11).
The editor of Systems & Forecasts, Marvin Appel, Ph.D., M.D. is Vice-President of Signalert Corporation and author of 3 books on investing. Please read our disclaimer.
