The month of July was another good month for Value while Low Beta stocks took a pause. Looking forward we positioned the portfolio in Q3 to be slightly more conservative due to earnings volatility. Currently the earnings in the portfolio have been quite good. However, I still expect 2-3 negative months in the market before year end.
Performance YTD July (net of fees):
SmartDividend™ Value Fund +11.94%
SmartDividend™ Low Volatility Fund +10.20%
With great excitement we will be launching the SmartDividend™ Annuity Replication strategy - more to come!
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