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

ira equity income portfolio

Current Strategy

Top 10 Holdings
   
Eaton Vance FL Rt Bank of America Pfd
US Pfd Stock ETF Royal Dutch Shell ADR
Wells Fargo Pfd Bank of Nova Scotia
US Bancorp Pfd AbbVie Inc.
HSBC Bank Pfd IShares IBoxx HY ETF

Generating steady income from traditional fixed income investments is currently a challenge due to the low interest rate environment. The Equity Income 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 given the current uncertain economic and geopolitical environment. The current dividend yield of the portfolio is 5.09%.

ira 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.