Concentrated High Dividend Portfolio: This portfolio is highly concentrated and focuses on identifying dividend-paying securities with the potential for stable consistent income. The strategy invests in U.S. listed securities with market capitalizations greater than $1 billion. The universe is screened based on free cash flow. Stocks are then ranked by yield and dividend growth rate. The most attractive stocks based on yield are fundamentally ranked using Navellier’s proprietary fundamental ranking system. At any given time, the strategy may hold up to 30% in American Depositary Receipts (ADRs). Typically, the strategy invests in approximately 10 to 20 stocks.
Covered Call Portfolio: The strategy with this portfolio is to buy stocks and simultaneously write call options against them. This allows the portfolio to generate income (via the premiums earned on the calls and the dividends). The strategy’s goal is to achieve premium income while forfeiting the least amount of stock appreciation. To generate greater growth potential, the strategy will generally write covered calls on only a portion of the equity positions in the portfolio and will generally focus on higher dividend paying companies.
Our dividend and income portfolios are best used along with other styles and asset classes.
A Look at Our Custom Portfolios
At Navellier, we recognize that you are a unique investor with goals, risk tolerances and other factors that need to be considered for a complete investment strategy. This is why we look at the whole picture and make custom recommendations that suit your needs.
For example, if you are interested in having an income strategy, but also want to capitalize on Large Cap Growth stocks and include some Defensive holdings, here is a very simple sample of how we could blend three of our portfolios to achieve your goals within your preferred risk tolerance.