Thursday, August 9, 2012

Net Payout Yields Model Stats

Below are some of the stats provided by Covestor on our Net Payout Yields model. The performance of the model is 4.3% or 430 basis points above the S&P 500 over the last 21 months. Also note all of the risk metrics that are so crucial for investors to review. With the Beta below 1.0, this model is achieving a higher return while taking less risk.





The below chart shows the model's performance since January 1st, 2011. This removes the startup hiccups especially as the model quickly underperformed by 2% when it wasn't fully invested mainly caused by a timing issue. Potential investors can easily review the full data at Covestor, but you need to understand that the startup situation will not repeat with anybody investing directly via Stone Fox Capital or Covestor. Any funds directed towards this model will immediately be invested at the prevailing stock prices.




Please contact Covestor or us at info@stonefoxcapital.com for more information on investing.


Disclosure: Future performance is not guaranteed. Please review the disclaimer page for more details. 





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