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Portfolio Update

Balancing Act

By Roger S. Conrad, on Jan. 15, 2014

In constructing this model Portfolio, we’ve aimed to balance our allocation to undervalued names in traditional dividend-paying security classes with cyclical names that offers above-average yields and leverage to strengthening economic growth. We’ve also included a few high yielders for aggressive investors.

This strategy has outperformed various indexes of dividend-paying equities, a reminder of how challenging the second half of 2013 was for income-oriented stocks.

The Alerian MLP Index, for example, delivered an average return of 5 percent over equivalent holding periods, while the Bloomberg North American REIT Index eked out a total return of 0.5 percent and the Dow Jones Utilities Average delivered a 2.8 percent gain.

Against this backdrop, the Lifelong Income Portfolio has performed admirably.

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