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Model Portfolio with

9-10% dividend yield 

 

TRACK RECORD

Using a weighted average performance for all the positions that we still hold 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.