This portfolio is based on my article '6% Income Portfolio with Risk Rotation', published earlier on Seeking Alpha. Please note this information providing the fund selection for each subsequent month will generally be available on my website on the 2nd trading day of every month.
March 1st, 2016
Portfolio Inception Date: 01/01/2016
Initial Capital on 01/01/2016: $100,000.
Portfolio value as on 03/01/2016: $100,363.
Income drawn until March 1st, 2016: $1,000.
[@6% of the initial portfolio value each month, which is $500 each month]
Top 3 Performing securities for investment in March 2016:
Price on 2016/03/01 | Price 62 days earlier | Performance % | %age of funds to be Invested | |
TLT | 128.43 | 121.45 | 5.75 | 60% |
NMZ | 13.90 | 13.65 | 1.83 | 30% |
SHY | 84.80 | 84.57 | 0.27 | 10% |
Disclaimer: The information provided here is solely for educational and experimental purposes. The author is NOT a financial advisor and the information provided here should not be treated as a recommendation to buy or sell any securities.