Yield Growth Combo — Fundamentals


  Current Cash Position YTD Return Return Since Inception
Portfolio 36.58% 1.35% 9.61%
S&P 500   5.14% 6.4%
Difference   -3.79% +3.21%


Symbol Entry Date Entry Price Last Price % Profit
EMN $68.58 $96.81 +41.16%
GM $31.56 $44.19 +40.02%
GRMN $52.53 $61.45 +16.98%
LYB $90.09 $115.89 +28.64%
MET $53.33 $53.33 0.00%
THO $105.31 $152.48 +44.79%

This series is based upon a particular fundamental or fundamentals. Screens in this particular series are much more complex than the Sector and Industries series. Some of the portfolios in this series have more than thirty rules. This model is based on a combination of Yield and Growth. Most screens that are looking for Yield also screen for Stability. Here we replace the Stability screen and replace it with Growths screens. In theory not only would a stock grow and have its’ price increase but an investor would get the benefit of a dividend yield during that time as well. After our initial screening process we then place the qualifying stocks into our Growth-Quality-Value ranking algorithm to find what we consider to be the top ranked stocks. These stocks are then placed into our technically based momentum algorithmic program which triggers buying and selling points; when a stock’s resistance or support level is broken then a buy (broken-resistance) or sell (broken-support) signal is created and a trade is signaled. We then execute the signaled trade on the first trading day of the week. Occasionally, we will replace “non-active” stocks with the current highest ranked stock using the same method as described above.