The Yield Focus Portfolio (P5) invests in common stocks, preferred stocks, MLPs and REITs with a focus on maximizing current income. Stocks are evaluated using a blend of value and growth principles, however the main emphasis is yield. Therefore, the majority of this portfolio's return is expected to come from the holdings high-yields. While seeking some appreciation potential the portfolio assumes that the investment capital can be recovered over time as securities are sold. Simply, winners and losers will net-out.
Aggressive Portfolio
Moderate Growth
Long-Term Growth
Dividend Focus
Yield Focus
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