As of July 6, 2018, the PVG Loss Averse Equity Income strategy is up approximately 3.0% for the year and up 4.4% for the second quarter. The current dividend yield is 4.9%, consistent with our long-term goal of a 4% to 6% dividend yield. The current Beta is only .40 relative to the S&P 500.
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PVG – Equity Income Monthly Update (July 2018)