Strategies and Performance

Willingdon Views

What can be learned from this amazing creature that can help us develop the right…
09/20/17: I Was a Lighthouse
Today, we seem surrounded by fears, yet the stock market is trading close to an…
08/24/17: Blame
To paraphrase Winston Churchill, if our country were to last a thousand years, would they…

Strategies & Performance

Enhanced Yield
Portfolio

Current Strategy

Top 10 Holdings
   
JPMorgan Chase Chevron Corp.
Intel Corp. Johnson & Johnson
Cisco Systems Inc. AbbVie Inc.
Microchip Technology AT&T Inc.
Pepsico Inc. Lockheed Martin Corp.

This strategy attempts to build a diversified portfolio consistently invested in most major economic sectors as defined by the S&P 500. We focus on 25-30 high quality companies with long records of paying consistently growing dividends. The overall dividend yield is approximately 1.5 times the yield of the S&P 500. The portfolio seeks a balance of income and growth with competitive returns. The goal of the strategy is to have lower risk and lower volatility than the S&P 500, as measured by beta.

This investment strategy is not a recommendation to buy or sell any of the securities mentioned. Past performance is not a guarantee of future results.