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Building an Income Portfolio Part 3: The Blue Harbinger Income Equity Portfolio

These are the stocks we actually own in our Income Equity Portfolio. The portfolio is best for income-focused investors, and it has been constructed in accordance with the caveats we have described in parts one and two of this article (as well as a lot of other considerations too). The following table shows the number of holdings in the strategy along with their weights and dividend yields (the names and tickers are reserved for members only). This report also provides a brief August performance review and future outlook for all Blue Harbinger holdings across all three strategies (Income Equity, Disciplined Growth, and Smart Beta).

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