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Current Holdings:

You can also view all of our current holdings and historical monthly update reports, below...

 
 


Income Via Growth Portfolio:

This strategy identifies attractively priced securities for long-term investors interested in accumulating wealth.  We believe these securities represent truly exceptional long-term investment opportunities. Collectively, these securities form a complete, diversified, stand-alone portfolio for long-term investors. Consideration within this portfolio has been given to both sector diversification and position-sizing, as well as carefully selecting attractive long-term opportunities. We have broken holdings down into Pure Growth (PG) opportunities, as well as Steady Growth (SG) opportunities.

For your reference, an Excel file of these holdings is available   here   (note pricing data as of 5/31/19).

For your reference, an Excel file of these holdings is available here (note pricing data as of 5/31/19).

 

Search for reports on the ticker symbol of your choice. For example, search "UNP" for Union Pacific.


 
 

"Income Equity" Portfolio, Yield: 6.3%

The primary goal of this strategy is high income, and secondarily goal is long-term capital appreciation. We’ve broken holdings down into Opportunistic High Income” (OHI), and Steady High Income (SHI). Opportunistic high income positions generally offer very high yields, and we recommend purchasing them opportunistically (i.e. it is especially important to get attractive low purchase prices); whereas steady high income are generally less volatile and are meant to be held within a portfolio until something fundamentally changes for the company.

We believe the securities in this strategy represent truly exceptional long-term investment opportunities.  Collectively, these securities form a complete, diversified, stand-alone portfolio for income-focused investors. Careful consideration is given to both sector diversification and position-sizing, as well as carefully selecting attractive long-term opportunities.

For your reference, an Excel file of these holdings is available   here   (note pricing data as of 5/31/19).

For your reference, an Excel file of these holdings is available here (note pricing data as of 5/31/19).

Search for reports on the ticker symbol of your choice. For example, search "UNP" for Union Pacific.


Alternative Fixed Income Portfolio, Yield: 7.8%

The goal of the strategy is to achieve attractive high income via “alternative fixed income” securities. The strategy included Preferred Stock Dividends (PSD) and Fixed Income Closed End Funds (FICEF). Fixed income can add important diversification and reduce volatility.

For your reference, an Excel file of these holdings is available  here  (note pricing data as of 5/31/19).

For your reference, an Excel file of these holdings is available here (note pricing data as of 5/31/19).

Search for reports on the ticker symbol of your choice. For example, search "UNP" for Union Pacific.

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Monthly Performance Updates:


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