You have to look at things from
a total return perspective.
From
a total return perspective the portfolio grew 22.1 % which included a reduction for a $ 9.95 commission to reinvest dividends in the month of September.
From
a total return perspective, these ETFs are trending higher this year, as the chart below shows:
Nevertheless, the above analysis has demonstrated that so far the fund could have been effectively substituted, from
a total return perspective, by a fixed portfolio of ETFs.
The fund's strategy to capture and pay out infrequent dividends can be emulated from
a total return perspective.
From
a total return perspective the S&P U.S. Preferred Stock Index returned over 5.4 % in 2015 with investment grade municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index returning just over 3.25 %.
From
a total return perspective, Hormel leans more towards dividend growth than stock price growth.
Let's look at the leaders for 2015 first: From
a total return perspective Read more -LSB-...]