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Power Factor
All Cap High Dividend SMA

Conceptual image of the word dividend on letter cube with stock graph and dollar backgroun

High Quality, 
High Dividend Stocks

The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies. The portfolio typically seeks to select stocks with high dividend yields, which can provide investors with a steady stream of income.

30 Stocks

The strategy is designed to provide investors with exposure to a diversified portfolio of 30 stocks, spanning different market capitalizations and sectors, to help reduce risk and enhance long-term returns. The strategy is always fully invested.

Quarterly Rebalance

A quarterly rebalancing process is used to maintain a value bias, focus on quality companies, and preserve a high dividend yield, ensuring that the portfolio is always optimized to generate income while managing risk.

High Dividend

This dividend-focused investment strategy aims to build a portfolio of high-quality dividend-paying stocks while avoiding MLPs and K-1 income to generate a high dividend yield and provide investors with a reliable stream of income.

Long-term Growth

By using multi-factor analysis and quarterly rebalancing, the strategy seeks to buy undervalued stocks while maintaining quality and taking into consideration fresh fundamentals, in an effort to generate long-term price appreciation.

Multi-Factor

The strategy uses quantitative analysis to identify undervalued dividend-paying stocks with strong fundamentals, including attractive sales dynamics, high free cash flow, and low P/E multiples.

Cyborg PM

This strategy is managed systematically by advanced technology, using a rules-based approach to stock selection and portfolio management, which removes emotion from investing decisions and ensures that choices are data-driven.

Morningstar Rating

Overall Rating

Ratings are as of 6/30/2023, based on risk-adjusted returns out of 362 Tactical Allocation Funds. Additional Disclosure

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