eResearch | The Dividend-Income Portfolio has gained 7.7% since Inception on December 1 last year. It has out-performed all but one of its comparables to date. Half of the stocks in the portfolio have risen above their initial two Price Targets, so it time to review and re-evaluate these situations.
The Portfolio
The 10 stocks that comprise the Dividend-Income Portfolio are shown below. There have been no changes since Inception on December 1 last year. Quite a few of the stocks have exceeded both of their Target Prices.
Source: eResearch
Comparables
We have included 5 ETFs as comparables and the S&P/TSX Composite Index to serve as benchmarks for the portfolio’s performance. The following graphic depicts how well the portfolio has done to date, and compared to the “Comps”.
Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).
As income investors in Canada and the U.S. continue to face the challenge of a low interest rate environment, the equity market dividends continue to lure investment dollars. [more]
Long-term investors looking for safe, predictable cash flows from bonds are experiencing sub-par performance as yields are pressured downwards with growing global uncertainties and debt levels. [more]
The Dividend-Income Portfolio has a long-term perspective. It comprises essentially a Buy-and-Hold strategy, with minimal trading. The initial investment will be a total of $500,000. It is intended that each of the stocks in the Portfolio will have an equal weighting. [more]
