Strategies and Performance

Willingdon Views

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…
07/20/17: Regular Folks
Mark Zuckerberg, the founder of Facebook, and one of the world’s richest men, is on…

Strategies & Performance

Enhanced Yield
Portfolio

Current Strategy

Top 10 Holdings
   
Abbvie Inc. Microchip Technology Inc.
JPMorgan Chase Johnson & Johnson
Pepsico Inc. Chevron Corp.
Cisco Systems Inc. Lockheed Martin Corp.
Intel Corp. Microsoft Corp.

We made no changes to the portfolio in August.  While the global economic growth fundamentals remain strong and have been a tailwind for the equity markets over the past year, we continue to monitor the situation in Washington, D.C. where policy gridlock has put a damper on any meaningful tax reform expectations. The portfolio remains under-weighted in the Utilities, Industrials and Consumer Staples sectors versus the benchmark FTSE High Dividend Yield Index. The portfolio is over-weighted in the Technology, Financials and Health Care sectors versus the index.

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.