March 30, 2017
Portfolio Strategist specializing in quantitative fundamental equity modeling
Update: Portfolio123 Designer Equity Income Model
Yield, yield, yield . . . investors love it. Gurus and professors hate it (focus on total return they say). Having gotten out of grad school nearly 40 years ago, I’ve long felt free to ignore what gurus and professors think and obsess instead on real people who invest real money who want and need real income. That’s why equity income is such an important part of my strategic arsenal. That, and the fact that the fixed income bull market is over.
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