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High-Yield
Value Stock Portfolio:
Overview

Current Holdings
 

Our High-Yield Value Stock Portfolio vs S&P 500 Since Inception (2006)

(Additional Performance Data)

This stock portfolio is designed for those seeking income from undervalued stocks. The stocks in this portfolio don't have to meet the same stringent safety requirements as the stocks in our High-Dividend Blue Chip Stock Portfolio.

Therefore, compared to our High-Dividend Blue Chip Stock Portfolio, this portfolio will likely have:

  • slightly higher returns
  • higher turnover
  • higher volatility
Note: occasionally the same stock may appear in more than one portfolio.

Performance Since Inception1

Total Return
High-Yield Value Stock Portfolio:
132.7%
S&P 500:
58.1%

Average Annual Return
High-Yield Value Stock Portfolio:
10.6%
S&P 500:
5.6%

1Inception: August 18, 2006. Data last updated October 22, 2017 .

 
Current Holdings
 

(Top of Page)


 





 

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