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D.D. Premium |
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MODEL PORTFOLIOS (3/4/24) Click here for printable (PDF) version Click here to see Model Portfolio returns. Four portfolios, each with seven stocks/funds, tailored to your investing goals
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Portfolio data as of 2/29/24 • Scroll down to bottom for info on interpreting notations
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#1: Monthly Payers |
Home Portfolio |
Recent |
Fcst. |
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CSQ |
Calamos Total Return |
Closed-End Monthly (U.S. Stocks & Bonds) |
15.9 |
7.7% |
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ECC |
Eagle Point Credit |
Closed-End Monthly (Collateralized Debt) | 10.1 | 19.0% |
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FIF |
First Trust Energy Infrastructure |
Closed-End Monthly (Will Convert to ETF in 2Q) | 16.6 | 7.2% |
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AMZA |
InfraCap MLP ETF |
ETF Monthly (MLPs) | 38.8 | 8.1% |
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VVR |
Invesco Senior Income |
Closed-End Monthly (Floating Rate Debt) |
4.2 |
11.3% |
| JEPI | JPM Monthly Income | ETF Monthly (Low Risk- Hi Div) | 57.0 | 7.8% |
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CEFS |
Saba Closed-End Funds ETF |
ETF Growth (Closed-End Funds) |
19.7 | 9.9% |
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Scroll down for more portfolios |
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#2: Conservative |
Home Portfolio |
Recent |
Fcst. |
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AMLP |
Alerian MLP ETF |
ETF Growth (MLPs) |
45.7 |
7.3% |
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STK |
C.S. Premium Tech Gro |
CEF Growth (Tech Equities) | 33.0 | 7.5% |
| FDVV |
Fidelity High Dividend |
ETF Growth (Dividend Growth) | 43.8 | 3.5% |
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LVHI |
Franklin International Low Volatility |
ETF Growth (Intl. High Yield) |
28.8 | 7.8% |
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KVLE |
KFA Value Line Dynamic |
ETF Growth (Dividend Growth) |
23.5 |
5.4% |
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HIE |
Miller/Howard High Income |
CEF Growth (Equities) |
10.6 |
5.8% |
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QDPL |
Pacer Howard US Large Cap |
ETF Growth (Large Cap Growth & Value) |
35.5 |
5.9% |
| Scroll down for more portfolios | ||||
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#3: Growth & Income |
Home Portfolio |
Recent |
Fcst. |
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| ARES |
Ares Management |
Private Equity |
132.6 | 2.3% |
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OWL |
Blue Owl Capital |
Private Equity | 18.0 | 3.1% |
| AVGO |
Broadcom |
High Tech (Semiconductors) |
1300.5 | 1.6% |
| CAT |
Caterpillar |
Mfg & Svcs (Construction) |
334.0 | 1.6% |
| CRBG |
Corebridge Financial |
Insurance | 24.8 | 3.7% |
| IBM |
Intl. Bus. Machines |
High\ Tech (Software) | 185.0 | 3.6% |
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MSFT |
Microsoft |
High Tech (Software) | 413.6 | 0.7% |
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Scroll down for more portfolios & definitions |
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#4: HIGH YIELD/SPECULATIVE |
Home Portfolio |
Recent |
Fcst. |
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| ABR |
Arbor Realty Trust |
Finance REITs |
13.4 | 12.8% |
| CHRD |
Chord Energy |
Energy Industry (Explore & Production) | 162.5 | 7.0% |
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CTR |
ClearBridge Energy MLP |
CEF Growth (Energy MLPs) | 38.4 | 7.2% |
| INGR |
Ingredian |
Div. Speculators (Mfg) | 117.6 | 2.7% |
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JEPQ |
JPM Premium Income ETF |
Div. Speculators (Income) | 53.3 | 10.4% |
| OFS |
OFS Capital |
Bus. Dev. Cos. | 11.5 | 11.8% |
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RWAY |
Runway Growth Finance |
Business Development Cos |
13.4 | 10.7% |
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Key Home Portfolio: where stock or fund is described, analyzed, and followed. Addition to Model Portfolio this month Looks Like This NEW
Sell from all portfolios
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Information believed correct, but accuracy not guaranteed. Investing in stocks and/or funds involves risk. Readers should not assume that recommendations will be profitable or will equal the performance of past recommendations. Before investing, consult with a financial advisor to determine if the stocks and/or funds described here are suitable investments for you. |