High Yield ETFdb Portfolio

Published on by on September 10, 2010 | Updated February 10, 2014

Portfolio Strategy

TheĀ High Yield ETFdb Portfolio is designed for clients who are looking to derive significant current income from their invested assets, and are less concerned about the growth of capital over the long term. This focus on assets delivering a material current yield is reflected in both the equity and fixed income portions of the portfolio. This ETFdb Portfolio was constructed based on an investment strategy that calls for an allocation of just over two-thirds of its holdings to equities (including a portion to real estate) and the rest to fixed income.

Unlike most all-ETF portfolios, this ETFdb Portfolio does not maintain exposure to the most popular cap-weighted domestic and international indexes, instead it focuses on benchmarks that seek to identify securities paying significant dividends out to shareholders. On the fixed income side of the equation, exposure is tilted away from securities paying minimal yields; as such, the bond exposure may be slightly more risky than average and more tilted towards longer-term securities.

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