Platinum Members and higher can access March’s Safest Dividend Yields Model Portfolio as of Wednesday, March 21.
We provide 10 Large/Mid and 10 Small cap names to buy in this monthly newsletter.
On a total return basis, the Safest Dividend Yields Model Portfolio (+0.4%) rose less than the S&P 500 (+0.5%) and underperformed as a long portfolio last month.
On a price return basis, the Safest Dividend Yields Model Portfolio (+0.1%) rose the same as the S&P 500 (+0.1%) and performed in line with the market as a long portfolio last month.
Since inception, this Model Portfolio is up 10% price return and 18% total return while the S&P 500 is up 23% price return and 26% total return.
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