Our Lifelong Income Portfolio strives to balance exposure to undervalued dividend payers that have fallen out of favor temporarily with cyclical names that offer above-average yields and leverage to strengthening economic growth.
Worries that the Federal Reserve will abandon its easy-money policies have resurfaced, triggering another knee-jerk selloff of dividend-paying equities. Investors should regard this pullback as an opportunity to stock up on our favorite names.
The dozen holdings in our Lifelong Income Portfolio have reported earnings for the quarter ended Sept. 30, 2013, with the majority posting solid results that should support their dividends and growth plans. We review the quarter that was for the last two holdings to announce their earnings.
Third-quarter earnings season is in full swing and the political distractions related to the government shutdown and the debt ceiling our behind us--at least for the time being. Here’s our take on how our Lifelong Income Portfolio holdings fared during this three-month period.
The Lifelong Income Portfolio has delivered an average return of about 5 percent since Capitalist Times Premium launched on June 20, with three of our holdings already treating us to dividend increases. We run down the latest news and developments affecting our picks.
Over the past three months, our Wealth Builders Portfolio holdings have generated an average return of 9.8 percent. We expect this upside to continue; investors should regard any pullback as an opportunity to add to their positions in our favorite names.
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