Welcome back to this month's edition of the Flagship Dividend Portfolio!
As we've told you for over two years now, if you have been following along with the Moby Flagship Quantitative Dividend Portfolio, you should have continued to outperform the market while receiving over a 4% annual dividend.
And in this update, this message hasn't changed.
That's because we're proud to announce that we returned 2.8% since our last rebalance period while the index was down 1.5%!
There are many reasons this happened (more on this below), but our security & sector selection helped lead to our outperformance.
Therefore, since the goal of this portfolio is to beat the index — our goal was achieved. But that's why we have several unique strategies — so you can choose which portfolio fits your thematic goals.
While we do offer several different portfolios, the primary objective remains consistent: to generate stable and modest returns over the long term, supplemented by robust passive income through dividends.
Now, let's delve deeper into the performance breakdown of each stock within the portfolio, along with the latest trades. 👇
Performance:
