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Yield-focused models

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  • Dan Plettner Profile Picture

    Dan Plettner MLP Direct Ownership

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    • Approach Fundamental , Sector Focus , Yield Focus
    • Asset class Equity
    • Geography US
    • Sectors Energy
    Performance
    • 1.7%
      30 day
    • 12.2%
      365 days
    • 38.7%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, MLP Direct Ownership Investment Model Performance versus S&P500
    13.7% 12 months
    3
    0.8% fee
  • 401 Advisor Profile Picture

    401 Advisor Dividend and Income Plus

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    • Approach Fundamental , Yield Focus
    • Asset class Multi Asset Class
    • Geography US
    Performance
    • 6.4%
      30 day
    • 10.7%
      365 days
    • 34.2%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, Dividend and Income Plus Investment Model Performance versus S&P500
    4.7% 12 months
    3
    1.1% fee
  • Analytic Investment Profile Picture

    Analytic Investment Dividend

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    • Approach Quant/Technical , Yield Focus
    • Asset class Equity
    • Geography Global
    Performance
    • 2.1%
      30 day
    • 10.2%
      365 days
    • 13.0%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, Dividend Investment Model Performance versus S&P500
    7.8% 12 months
    3
    1.1% fee
  • Stone Fox Capital Profile Picture

    Stone Fox Capital Net Payout Yields

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    • Approach Fundamental , Yield Focus
    • Asset class Equity
    • Cap Bias Large caps
    • Geography US
    Performance
    • 3.9%
      30 day
    • 6.8%
      365 days
    • 14.4%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, Net Payout Yields Investment Model Performance versus S&P500
    6.8% 12 months
    3
    1.1% fee
  • David Fried Profile Picture

    David Fried High Yielding Buybacks

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    • Approach Fundamental , Yield Focus
    • Asset class Equity
    • Cap Bias Large caps , Mid caps
    • Geography US , World ex US
    Performance
    • 1.3%
      30 day
    • 6.2%
      365 days
    • 28.1%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, High Yielding Buybacks Investment Model Performance versus S&P500
    6.8% 12 months
    3
    1.5% fee
  • Dan Plettner Profile Picture

    Dan Plettner Taxable Income

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    • Approach Fundamental , Specialist knowledge , Yield Focus
    • Asset class Debt , Equity
    • Geography Global
    Performance
    • 6.6%
      30 day
    • 4.9%
      365 days
    • 17.7%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, Taxable Income Investment Model Performance versus S&P500
    0.7% 12 months
    3
    0.8% fee
  • BSG&L Financial Services Profile Picture

    BSG&L Financial Growth Plus Income

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    • Approach Fundamental , Yield Focus
    • Asset class Equity
    • Geography US
    Performance
    • 9.3%
      30 day
    • 4.8%
      365 days
    • 37.4%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, Growth Plus Income Investment Model Performance versus S&P500
    -4.0% 12 months
    3
    1.5% fee
  • AthenaInvest Profile Picture

    AthenaInvest Athena Dividend Income

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    • Approach Fundamental , Yield Focus
    • Asset class Equity , REITs
    • Geography US
    Performance
    • 7.4%
      30 day
    • 1.8%
      365 days
    • 17.6%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, Athena Dividend Income Investment Model Performance versus S&P500
    -4.7% 12 months
    3
    1.5% fee
  • Diddi Capital Profile Picture

    Rahul Diddi High Yielding Bond ETFs

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    • Approach Fundamental , Yield Focus
    • Asset class Debt , Equity
    • Geography Global
    Performance
    • 3.0%
      30 day
    • - 365 days
    • 4.4%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, High Yielding Bond ETFs Investment Model Performance versus S&P500
    5.8% S.I.
    2
    0.5% fee
  • BGG MLP Research Profile Picture

    BGG MLP Research MLP Total Return

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    • Approach Fundamental , Sector Focus , Yield Focus
    • Asset class Equity
    • Geography US
    • Sectors Energy
    Performance
    • 2.0%
      30 day
    • - 365 days
    • 0.8%
      S.I.
    Monthly vs S&P500
    Sparkbar Graph, MLP Total Return Investment Model Performance versus S&P500
    3.0% S.I.
    3
    0.8% fee
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