RUSSELL 1000 HIGH YIELD
This is a higher liquidity portfolio for large-cap high-yield investors wanting downside protection without using a hedge.
There is an underlying theme of value and price strength with some market-timing (on the buy-side). The strategy will pare down holdings when price correlation is high – which occurs most frequently in bear markets when most stocks fall simultaneously.
- Annual turnover just over 200%
- downside protection
- An optimum of 20 stocks
- solely from the top-tier yielding companies
From: $208.25 / month