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 firstname.lastname@example.org or contact Covestor directly.
Disclosure: Future returns can not be guaranteed. Please review the disclaimer page for more details.