Yield Portfolio
The Yield Portfolio seeks to invest in United States equities, that is, in shares of companies listed on North American stock exchanges, which are also part of the S&P500 index.
The objective of this portfolio is to invest in a set of stocks that are associated with historically high dividend payments to their shareholders. The portfolio selects approximately 5 stocks that have the previous characteristic, added to other attributes from a technical point of view, which are what define their selection and permanence in the portfolio.
This is an appropriate investment strategy for those investors with a high risk profile (5), that is, investors who seek long-term appreciation of their portfolio, seeking higher returns, but accepting more risk in the short term. Typically someone who tolerates a greater degree of fluctuation in the value of their investments.
12 month performance *
Currency
USD
Risk
High
Minimum investment
0
$
12 month performance *
Currency
USD
Risk
High
Minimun investment
0
$
*Rentabilidad simulada. No incluye costos ni retenciones impositivas.
5 years performance
No Data Found
No Data Found
Invests in stocks that are historically associated with high dividend payments, producing periodic cash flows for the investor.
The dividends obtained can be reinvested, so that the capital increases over time.
It is an investment based on a method and disciplined.
No Data Found
- 20% Keycorp
- 20% OneOk Inc
- 20% Phillips 66
- 20% Simon Property Group, Inc.
- 20% Williams Companies Inc.
Saks Global does not take into account the recipient’s particular investment objectives, specific investment objectives, financial situation, or specific requirements and needs. Therefore, all Saks Global Publications are offered, unless specifically provided, for informational and/or marketing purposes and shall not be construed as tax or accounting, or a recommendation or trading idea, or any other type of incitement to act, invest or divest in any way (collectively, “Recommendations”). Saks Global will not be liable for any losses arising from any investments based on Recommendations received from it. Saks Global will only be liable (in accordance with the Limitation of Liability section) in the event that a possible Recommendation has not been made in accordance with the standards and practices of the profession. Historical performance or past profitability is no guarantee of future profitability.
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