Strategies and Performance

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Strategies & Performance

equity income portfolio

Current Strategy

Top 10 Holdings
Eaton Vance FL Rate US Bancorp Pfd
US Pfd Stock ETF Royal Dutch Shell ADR
Wells Fargo Pfd Bank of Nova Scotia
HSBC Bank Pfd Bank of America Pfd
Blackstone Group LP AbbVie Inc.

Generating steady income from traditional fixed income investments is currently a challenge due to the low interest rate environment. The Equity Income Select Portfolio attempts to overcome this by building a diversified portfolio of income generating securities across asset classes and sectors. While this portfolio does contain more risk than traditional high quality bonds, we believe the long-term risk is lower compared to a strategy of holding long-dated or lower quality bonds. Our process continues to focus on selecting high quality securities with strong balance sheets and sustainable free cash flow.  We believe this approach is especially prudent give the current uncertain economic and geopolitical environment. The Equity Income Select Portfolio is available for taxable accounts and may hold Master Limited Partnerships. The current dividend yield of the portfolio is 5.13%.

equity income

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.