Return to site

SmartDividend Funds July Update


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!


All Posts

Almost done…

We just sent you an email. Please click the link in the email to confirm your subscription!