Six new stocks made February’s Safest Dividend Yields Model Portfolio, which was made available to members on February 22, 2024.
Recap from January’s Picks
On a price return basis, our Safest Dividend Yields Model Portfolio (+0.0%) underperformed the S&P 500 (+3.0%) by 3.0% from January 19, 2024 through February 20, 2024. On a total return basis, the Model Portfolio (+0.3%) underperformed the S&P 500 (+3.0%) by 2.7% over the same time. The best performing large-cap stock was up 12%, and the best performing small-cap stock was up 8%. Overall, 7 out of the 17 Safest Dividend Yield stocks outperformed their respective benchmarks (S&P 500 and Russell 2000) from January 19, 2024 through February 20, 2024.
This report leverages our cutting-edge Robo-Analyst technology to deliver proven-superior[1] fundamental research and support more cost-effective fulfillment of the fiduciary duty of care.
This Model Portfolio only includes stocks that earn an Attractive or Very Attractive rating, have positive free cash flow (FCF) and economic earnings, and offer a dividend yield greater than 3%. Companies with strong free cash flow provide higher quality and safer dividend yields because strong FCF supports the dividend. We think this portfolio provides a uniquely well-screened group of stocks that can help clients outperform.
You need a Professional Membership or higher to view all the content on this page.
Already a member?
Learn more about our research here.