Investment Strategy Characteristics

 

 

  

 

Average Portfolio
(This includes both Private & Institutional Accounts)

 
 
Strategy Classification
Active Dividend Growth

 
   
Method of Analysis
Fundamental

 
   
Investment Horizon
Long-term

 
   
Security Types*
Common Stock | Royalty Trusts | Real Estate Investment Trusts
Bonds | Limited Partnerships | Preferred Stock

 
   
Sector Exposure (Universe Number/Total)
6 / 7

 
   
Industry Exposure (Universe Number/Total)
25 / 75

 
   
International Exposure
50%

 
   
Position Number
35

 
   
Position Size
Initial Equal Weighting

 
   
Hold Time
6 Years
(Turnover 8%)

 
   
Equity Capitalization

45% Mega & Large
30% Medium
25% Small & Micro

 
   

Entry Exposure (Equity Market)

1st Month - 25% Market / 75% Cash
2nd Month - 50% Market / 50% Cash
6th Month - 75% Market / 25% Cash
10th+ Month - 100% Market
  
   
Portfolio Return
Seek 130% of Risk Adjusted Benchmark Return
(Market Benchmark: S&P 500 Index / Example: S&P 500 Return 10% - Portfolio Return 13%)
 
   
Dividend Yield
4.0%
  
   
Portfolio Risk
Seek Below Market Risk
(Market Benchmark: S&P 500 Index)
  
   
Portfolio Beta
0.75
  
   
Market Robustness
Moderate / High
 
   
Upside Potential
Moderate / High
 
   
Principal Safety
Moderate
  
   
Equity Exposure*
71%
  
   
Fixed Income Exposure*
15%
  
   
Cash Equivalents Exposure*
14%
  
   
Average Account Size*
$512,000
  
   
     
 

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