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Below are the returns, including dividends, for the high yield momentum strategy I track on a monthly basis. I update it on or around the 10th of every month on the right hand side of my blog. The strategy had solid returns of 6.01% for the one month time period, including dividends. By comparison, SPY returned 4.23% and SDY returned 3.4% including dividends (of which there were 0). I will be revealing this month's portfolio tomorrow.


Symbol 3/11/10 Open 4/9/10 Close Return Excluding Dividends Dividend / Share Ex-Dividend Date
Q 4.76 5.42 13.87% 0
TEG 46.53 47.73 2.58% 0
DTE 44.72 46.12 3.13% 0.53 03/18/10
WIN 10.83 10.96 1.20% 0.25 03/29/10
AVB 84.76 92.88 9.58% 0.89 03/29/10
PLD 13.77 14.04 1.96% 0
PCL 36.63 40.13 9.56% 0
POM 16.97 17.01 0.24% 0
TE 15.82 16.21 2.47% 0
VTR 45.1 47 4.21% 0
KIM 14.69 16.4 11.64% 0.16 03/31/10
5.49%


Symbol Trend Analysis Number of Shares in an Equal Weight 100k Portfolio Value on 4/9/10 Close Dividend Amount
Q Here 1909.85 10351.41 0
TEG Here 195.38 9325.36 0
DTE Here 203.29 9375.51 107.74
WIN Here 839.42 9200.03 209.85
AVB Here 107.25 9961.82 95.78
PLD Here 660.2 9269.16 0
PCL Here 248.18 9959.55 0
POM Here 535.7 9112.34 0
TE Here 574.65 9315.02 0
VTR Here 201.57 9473.9 0
KIM Here 618.85 10149.14 99.02
105493.24 512.39
Total Return with Dividends of 100k portfolio: 106005.63 6.01%
Benchmarks
SPY Here 871.84 104228.42 4.23%
SDY Here 2062.71 103403.47 3.40%

Disclosure: No positions in stocks mentioned

Source: Reviewing the High Yield Momentum Strategy Returns for March