Alpha Dividend strategy

The Alpha Dividend Strategy is based on the idea that the only stocks which will be held will have a minimum 2% dividend. This minimum stock dividend will produce an income stream which can be used for expenses and retirement plan distributions.

Dividend stocks also represent better quality companies than their nonpaying brethren. Dividend stocks can pay dividends based on the Board of Director’s opinion of the company’s business, balance sheet, and cash flow prospects. Board of Director’s are legal insiders who know much that is not public and their decisions regarding their dividend distribution policy benefits from their close and insider perspectives.

The quantitative nature of this particular strategy is to emphasize those attributes which are statistically correlated with market out performance. For example, among the factors that are used or are correlated with stock price appreciation are: upward earnings revisions, sector rotation, deep value, and price momentum.

This strategy uses a macro economic and market risk management overlay which exits the market when S&P 500 earnings trends are negative and the stock market is declining. The specific proprietary algorithm adds 5-10% points of return to our annualized back tested returns. The portfolio is five stocks and the minimum liquidity is $50,000,000 per day. Shares will be sold after a gain of 80%. A 35% stop loss is in place to protect capital.

As of July 23, 2013. **2013 return reflects annualized return, not YTD. Models represent hypothetical or simulated performance, not actual trading. Since the trades have not actually been executed, the results may have under-or-over compensated for the impact of certain market factors, such as liquidity. Our simulated returns include dividends, commission and slippage for each trade. Remember that past returns are no guarantee of future returns.
As of July 23, 2013. **2013 return reflects annualized return, not YTD. Models represent hypothetical or simulated performance, not actual trading. Since the trades have not actually been executed, the results may have under-or-over compensated for the impact of certain market factors, such as liquidity. Our simulated returns include dividends, commission and slippage for each trade. Remember that past returns are no guarantee of future returns.

We offer a variety of income and quantitative strategies which we can combine to meet your financial need. Please contact us to receive more information on our investment strategies.