HarvestPeak Dividend Portfolio

The HarvestPeak Dividend Portfolio is designed for investors seeking stable income through dividends, alongside potential for capital appreciation. Our portfolio targets well-established companies with a consistent record of dividend payouts and potential for growth, across diversified sectors.

Key Facts

Update FrequencyMonthly
Holdings6
ObjectiveDividend Income & Growth
RiskMedium

Product summary

  • Focused Income Generation: Invests in companies offering stable and increasing dividends, aiming for reliable income streams.
  • Capital Appreciation Potential: While emphasizing dividends, the portfolio also seeks stocks with growth potential.
  • Risk Management: Diversification across sectors and asset classes to mitigate volatility and protect against market downturns.
  • Adaptive Strategy: Monthly portfolio reviews and adjustments to respond to market changes and maintain alignment with investment goals.

Performance

1 Year

11.35%

5 Year

151.42%

Dividend Yield

2.38%

Holdings

Updated Apr 1, 2024. Next update in May 1, 2024.

StockPRICEMKT CAPYIELD
Stock 1
$75.17
+0.49%
$43.03B
2.08%
Stock 2
$261.78
-0.61%
$78.21B
2.14%
Stock 3
$152.5
+1.14%
$367.49B
3.12%
Stock 4
$155.45
+0.45%
$365.78B
2.42%
Stock 5
$195.65
-0.76%
$563.59B
2.35%
Stock 6
$42.45
+0.91%
$178.47B
6.27%

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

These results are based on simulated performance results, also known as paper trading, that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. They do not take into account transaction fees, slippage, and taxes. Also, because these trades have not actually been executed, these results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. No representation is being made that any individual will or is likely to achieve profits or losses similar to these being shown.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.