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Dividend Opportunities ETF

Model Description

The objective of the Dividend Opportunities ETF model is to invest in a diversified portfolio of income generating exchange traded funds (ETFs). In addition to providing for current income, the model attempts to protect principal in down markets by tactically allocating away from high dividend equities toward high grade short‐term fixed income. This model is appropriate for investors seeking income from their investment portfolios and protection of principal in severe down markets.

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Key Benefits
  • Dividend yields that are greater than short term bond yields
  • Dividend payouts can rise with interest rates
  • Flexibility of ETFs
  • Complements All Cap Core strategy
  • Ability to protect principal in down markets