All Cap High Dividend SMA
High Dividend Stocks
The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies. The portfolio typically seeks to select stocks with high dividend yields, which can provide investors with a steady stream of income.
The strategy is designed to provide investors with exposure to a diversified portfolio of 30 stocks, spanning different market capitalizations and sectors, to help reduce risk and enhance long-term returns. The strategy is always fully invested.
A quarterly rebalancing process is used to maintain a value bias, focus on quality companies, and preserve a high dividend yield, ensuring that the portfolio is always optimized to generate income while managing risk.
This dividend-focused investment strategy aims to build a portfolio of high-quality dividend-paying stocks while avoiding MLPs and K-1 income to generate a high dividend yield and provide investors with a reliable stream of income.
By using multi-factor analysis and quarterly rebalancing, the strategy seeks to buy undervalued stocks while maintaining quality and taking into consideration fresh fundamentals, in an effort to generate long-term price appreciation.
The strategy uses quantitative analysis to identify undervalued dividend-paying stocks with strong fundamentals, including attractive sales dynamics, high free cash flow, and low P/E multiples.
This strategy is managed systematically by advanced technology, using a rules-based approach to stock selection and portfolio management, which removes emotion from investing decisions and ensures that choices are data-driven.
Ratings are as of 9/30/2023, based on risk-adjusted returns out of 332 Tactical Allocation Funds. Additional Disclosure