Recap from January’s Picks
On a price return basis, the Safest Dividend Yields Model Portfolio (+6.4%) outperformed the S&P 500 (+2.7%) by 3.7% from January 19, 2023 through February 21, 2023. On a total return basis, the Model Portfolio (+7.0%) outperformed the S&P 500 (+2.7%) by 4.3% over the same time. The best performing large-cap stock was up 42%, and the best performing small-cap stock was up 22%. Overall, 10 out of the 20 Safest Dividend Yield stocks outperformed their respective benchmarks (S&P 500 and Russell 2000) from January 19, 2023 through February 21, 2023.
This Model Portfolio only includes stocks that earn an Attractive or Very Attractive rating, have positive free cash flow and economic earnings, and offer a dividend yield greater than 3%. Companies with strong free cash flow (FCF) provide higher quality and safer dividend yields because strong FCF is proof they have the cash to support the dividend. I think this portfolio provides a uniquely well-screened group of stocks that can help clients outperform.
Support authors and subscribe to content
This is premium stuff. Subscribe to read the entire article.