IB Net Payout Yields Model

Net Payout Yields Model Hits 2 Years on Covestor

The Net Payout Yields model continues to rack up impressive gains with the 2nd year of being offered on Covestor completed on November 1st. The model has provided a 15.1% annualized return compared to the 9.4% return of the S&P 500 during those 2 years. The performance remains more remarkable considering the model was immediately 2% in the hole back in November 2010.

As the Performance results show below, the model has been successful in outperforming the S&P 500 in every period tracked whether 2011, 2012 YTD, or the past 30, 90, or 365 days. The model continues to be a slow and steady overachiever.












The model may not be exciting, but it sure provides solid returns for a volatile market over the last 2 years. Investors wanting to sleep well at night should review the below Risk Metrics.



















All of the risks remain attractive for a model that has outpeformed the market over the last 365 days. The portfolio has an Alpha over 8% while the Beta is below 1. Any Beta below means that the portfolio has less risk than the market. The combination makes for an ideal risk/return scenario in the equity markets.

Investors interested in this model can contact Stone Fox Capital at info@stonefoxcapital.com or contact Covestor directly.


Disclosure: Future returns can not be guaranteed. Please review the disclaimer page for more details. 


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