top of page
running towards a positive financial future
chart Q3-2023.png

Model Portfolio with

9-10% dividend yield 



Using an equal-weighted average performance for all the positions in our Model Portfolio and adding the performance of our "sold positions", our portfolio returns were stellar.  Performance is updated and posted on a quarterly basis (every 3 months).

Note: Calculations assume an equal holding in each of the positions in our "Core Portfolio" and adding the performance of our "sold positions" during the year.

bottom of page