The Yield Premium Portfolio seeks to invest in solid companies, identified by the WMA Fundamental Allocation Model, offering relatively high dividend yields and attractive valuations.   The portfolio attempts to maintain low volatility relative to the broad equity markets by diversifying across sectors and countries in low beta stocks. Furthermore, the portfolio equal-weights the stock selection across up to 50 companies.  Attention is given to avoiding stocks after steep price run-ups, where capital loss would nullify the dividend income.  The objectives of the Yield Premium Portfolio is current income and capital preservation.

Yield Strategy Monthly Performance Report (monthly)