Dear members:
We know how excited you may be to hear of the successes of the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio, but the simulated High Yield Dividend Newsletter portfolio is doing just as well, if not better.
Based on our calculations, the simulated High Yield Dividend Newsletter portfolio has advanced more than +0.6% this year while sporting an estimated forward dividend yield of 4.4%. That's nothing to scoff at, especially as some of the traditional heavy dividend-paying sectors such as consumer staples (-2.1%) REITs (-8.8%), and utilities (-4.5%) are down materially so far in 2022.
Part of the reason for the "outperformance" of the simulated High Yield Dividend Newsletter portfolio so far in 2022 is its hefty weighting in energy equities thanks to the recent additions of Exxon Mobil (
XOM) and Chevron (
CVX) and the increased weightings in energy pipeline MLPs Enterprise Products Partners (
EPD) and Magellan Midstream Partners (
MMP).
The energy sector, as a percentage of the S&P 500, is less than 5%, by our estimates, but the four aforementioned companies account for ~20% of the simulated High Yield Dividend Newsletter portfolio. The energy sector, itself, is up nearly 19% so far in 2022, and we're happy to say that we positioned the simulated High Yield Dividend Newsletter portfolio well, not only for capital preservation but also for some nice yield!
We note the S&P 500 (
SPY) has fallen ~5% so far this year, the Dow Jones Industrial Average (
DIA) is down more than ~3% so far this year, while the 'cubes" (
QQQ) have fallen nearly ~9%. Disruptive innovation stocks are down more than ~20%.
Not only is the simulated High Yield Dividend Newsletter portfolio doing better than more traditional dividend-paying sectors, it is also doing better than the broader indices -- while sporting a much more attractive forward estimated dividend yield.
We're making a few changes to the simulated High Yield Dividend Newsletter portfolio in this edition, which we explain in the newsletter pdf download. If you have any questions about the changes, please just let us know. Here's to a fantastic start to 2022, and we hope you enjoy this February edition of the High Yield Dividend Newsletter!
If the link below does not work, please be sure to copy and paste the following into your browser:
https://www.valuentum.com/downloads/20220202_1/download
The archives to the High Yield Dividend Newsletter are only released via email. For your convenience, the links to the pdf downloads of each prior edition of the High Yield Dividend Newsletter are provided in list format in descending order below.
Please let us know if we can be of any assistance, or if you have any questions. Thank you for your membership and interest.
Kind regards,
The Valuentum Team
www.valuentum.com
