Monday, August 01, 2022 9:44:08 AM
Re: Value Line's Model Portfolios for Income and Long Term Growth.........
Here's the latest scans from Value Line for these two strategies. Note they include the original starting date and price of each position.
The "growth" portfolio has a very slow turnover rate, which should be expected with its 3-5 year time horizon. This makes the components good potential AIM candidates as AIM takes TIME.
With the rapidly changing interest rate environment the "income" portfolio has had some higher turnover. The market decline improved the average dividend level of Value Line and new stocks therefore met the goal of being above average yield.
Best regards,
OAG Tom
Here's the latest scans from Value Line for these two strategies. Note they include the original starting date and price of each position.
The "growth" portfolio has a very slow turnover rate, which should be expected with its 3-5 year time horizon. This makes the components good potential AIM candidates as AIM takes TIME.
With the rapidly changing interest rate environment the "income" portfolio has had some higher turnover. The market decline improved the average dividend level of Value Line and new stocks therefore met the goal of being above average yield.
Best regards,
OAG Tom
Buy from the Scared; Sell to the Greedy.....
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