Trade Alert – NEW MODEL – Dividend Equity-Focused Portfolio
Today, we are launching a new portfolio: a 100% equity portfolio split 70% on dividend stocks and 30% on S&P 500 growth stocks. We are buying 1/3 of the positions today, and over the next couple of weeks, we will dollar-cost average into the remaining 2/3rds. The goal is a long-term holding period with lower volatility and a higher yield than the S&P 500.
Dividend Equity-Focused Model
Want These Alerts Via TEXT?
To receive trade information via text, click on your user name in the upper right corner of the website. Then click My Account and the title SMS Notification Preferences.
NOTE: You must add your country code in front of your number. The U.S. code is 1.
Please let us know if you have any problems.
Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
Customer Relationship Summary (Form CRS)