I finally rebalanced my DG Income-Growth portfolio. It has had the best performance (total return and risk-adjusted) of my three models and versus the SPY and SDY. 2/3 of the stocks are the same, just rebalanced the dollar amounts. Most of those replaced still pass all of my screens, but their yields have fallen due to price gains (not a bad problem). Overall, a 4.2% yield and a 0.73 beta, so I expect to see continuation of the low volatility in weekly returns, which should be appealing to income-oriented investors.
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