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5%+ Dividend Yield Portfolio: Churning Out Wins (Sep 2016 Review)

Published Tue, 04 Oct 2016 11:19:07 -0400 on Seeking Alpha

Review and Outlook
September (like July and August) proved to be a whole lot of nothing as neither the bulls nor the bears were in charge (despite a pickup in volatility which I mostly blame on Wall Street coming back from vacation). With the election pending, I don't see any sustained movements for the next 6 weeks in either direction although there might be some choppiness until the crystal ball get clearer. Not to be partisan (politics and investing are rarely a winning combination), but it appears that the markets are responding favorably (or at least not unfavorably) to the likely election of Hillary Clinton (despite what can generously be called an 'enthusiasm gap' amongst, well, almost everybody) over Donald Trump. As long as the polls continue to point towards mixed governance (where both the Dems and Reps control at least one of the 3 elected bodies) expect for Wall Street to predict more of the status quo (I think this would be perceived as stability --- and this stability will be perceived to be good for business).
Ok, enough political guesstimation…what matters for your portfolio is what you do about it. Please ignore the doom and gloom naysayers (your portfolio will thank you later) about the pending end of the world as we know it. At the federal level, we are likely to get more of the same (regardless of what happens in November), so try to tune out the noise. Instead, focus on what matters (which for me is the elevated valuations seen in the... Read more