PVG Monthly Update (Loss Averse Equity Income) – July 20, 2016
- PVG Admin
- July 19, 2016
The PVG Loss Averse Equity Income strategy had a very strong second quarter, up 3.6% net of fees, besting both the stock and bond market, and up 5.2% thru the end of the second quarter. The current yield on the portfolio is 4.9%. Although the yield has dropped a little as stock prices have gone up and our gross investment has been reduced as we have taken some profits, that is still a very strong yield from quality companies.
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PVG – Equity Income Monthly Update (July 2016)