Thursday, March 21, 2013

The Ultra High-Dividend Fund

Hello Friends,

Would you like to see your savings grow, but are not sure how to get a well-advised portfolio for minimal cost? Are you tired of seeing your savings grow at a near-zero percent rate, and actually lose money when factoring in inflation every year? Several of you receiving this email have asked for my advice in the past, and I have been searching for some way to provide portfolio management services. Now, with the website www.motifinvesting.com, I have found an efficient method to offer my ideal portfolio allocations in the brand new Ultra High-Dividend Fund.

They currently are running a promotion where you can get $50 for opening an account, so you may want to consider getting in on that deal before starting your account. Also I’m getting great responses to all of my questions from their service team, so feel free to email them at service@motifinvesting.com if you have questions about how their site or promotions work.

There is no management fee whatsoever for any funds invested. I plan to provide more information, as well as this initial statement and the below fund description, at my new web site, www.ProgressiveEconomist.com, so feel free to email me with any questions and check in at my web site for updates.

Here is the Fund Description:

The Ultra High-Dividend Fund targets a range of promising securities providing an aggressive total return via dividends and capital gains. This fund features, at one end of the spectrum, companies such as REITs, Private Equity, and pipeline stocks which have proven their ability to pay nearly double-digit (and several above ten percent) dividend yields annually. At the other end of the spectrum, selections have more moderate yields of about four percent combined with greater potential for capital gains through their market leadership, long-term track records, and/or secular growth positioning. All of these yield-based selections are additionally screened for cash-rich balance sheets, mandatory current profitability, and inexpensiveness on price-earnings and price-book bases.

Additional Notes:

This could be described as a “Don’t Fight the Fed” portfolio. In other words, as long as economic conditions remain approximately as they are, this fund should continue to do well and far exceed the performance of the S&P 500. It currently has an overall effective dividend yield of an astounding 10.41% annually, which is paid into the cash account that you get when you register at www.motifinvesting.com. Remember, that annual dividend yield is not counting, but rather it is additional to, any appreciation in capital which is expected to occur for the stocks in this fund. If conditions do change such that I need to change the weightings, I will do so. In such an event, you would get the message from the investing site asking if you want to have my re-weightings copied in your fund, or keep the original weightings. I intend to make changes very rarely if at all, as doing so will incur a $9.95 fee I would have to pay, and, if you did adopt my weighting changes, you as an investor would have to pay that as well. So to reiterate, the allocations are set that such a re-weighting will most likely not need to occur for a period of at least close to two years, and keep in mind that you can always reject the re-weighting by not accepting the offer to replicate the changes, and avoid the fee.

Thank you for considering this investment option. I look forward to hearing any questions or comments you may have.

Sincerely,

David J. Moglen, MA

No comments: