Income model

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High yield, I will be retiring in two yrs and in Feb 2023 I bought what I thought was all the stocks in your high yield model but my returns are not matching your posted returns. What I am not sure about is the total list of stocks that you are using for this model. What is the easiest way to see all the stocks in this model?

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Asked on January 7, 2024 5:23 pm
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Hey there. The best way to see all of the returns would be to go to the model page and select "In-Depth Report". Scroll down to page 10 and you will see all of the holdings plus their weightings.

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Posted by Dan Kent
Answered on January 8, 2024 9:03 am
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