Performance
YTD: 2.4% Yld
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 09/30/2024
Market Exposure
  • Equities
    100%
Dividend Equity

Dividend Equity is a fully invested income generation strategy. It is grounded in the conventional wisdom that blue-chip companies will maintain a consistent dividend strategy that is independent of trading conditions. Though some stocks are often experiencing negative headlines, the strategy benefits by investing during times of stress with the expectation that things will improve over time and investors will collect dividends that soften negative price action along the way

Date Update
April 30, 2021