|
|
Dividend Trends Fund
Symbol: ^DUFF
Description: Our main objective is to position the portfolio according to major macro economic trends we anticipate playing out and to purchase fundamentally strong dividend stocks at attractive prices. On occasion, we will hedge part of the portfolio with a small short position. We will target a 50-80% allocation in high quality dividend growth stocks and use the remaining portfolio for exposure to macro trends and hedges against potential market disruptions. In the near & medium term, we will also have a very large allocation towards gold as stocks deflate against gold.
|
Real-time trading signals
De-list ^DUFF from the YF Exchange
Change Public Delay (currently 5 days)
Reset Fund
Tags:
|
Follow in your own fund
Add to Watchlist |
^DUFF Performance (Hypothetical Results)
 |
|
Find other Funds to allocateHypothetical Monthly Returns (not including broker commissions) Show advanced statistics
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | 2.94% | 13.83% | -3.64% | 5.97% | 4.11% | -4.17% | ||||||
| 2012 | -0.45% | -0.44% | 1.71% | -0.57% | -5.38% |
Show Trade Record
Hide Trade Record
+ $1.7
- $0.88
^DUFF Timeline as of 5/14/2012
Show Notifications
Use table format
Timeline delayed for non-members
1/11/12 (14:42)
John Basil
wrote:
Nice blend in stocks for this portfolio, really like GTU def going to look into this one!
12/01/11 (9:04)
kevin duffey (Fund manager)
wrote (in regards to a Fund allocation):
Added 10% exposure to oil across XLE,ENY,USO.
Also added LULU short.
Clear trend is to short weakness in the "momentum" stocks (as well as europe) while adding exposure in areas like oil.
Also added LULU short.
Clear trend is to short weakness in the "momentum" stocks (as well as europe) while adding exposure in areas like oil.
Start a YoutualFund | Compete with other funds
Company | Terms of Service | Email us
YoutualFunds are not real securities. If you choose to "trade them," you will actually be using our software technology to have self-directed trades placed in your brokerage account so that your account follows non-personalized trading and portfolio-allocation advice published on this Web site. You can lose money following YoutualFunds trading advice.
Results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown.
In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program, which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.
Site Version: 9712
