Portfolio Capital Management’s (PCM) Enhanced Yield Portfolio seeks above average dividend yield, defined as twice the current yield of the S&P 500 while seeking a competitive total return comprised of dividend yield and price appreciation. The portfolio will invest in mid to large capitalizations common stocks that trade on US exchanges.

The PCM Enhanced Yield Portfolio seeks to achieve an above average dividend yield in a well diversified portfolio of stocks with the potential for future growth of share price and dividends. The portfolio will invest in all major economic sectors as defined by the S&P 500 Composite which will enhance the potential for competitive total returns. The portfolio will seek to obtain an initial dividend yield of twice the S&P 500. Currently this would represent a dividend yield of 3.5%. The Enhanced Yield Portfolio seeks a balance between current income and growth. The portfolio will consist of high quality companies with long records of paying consistent and growing dividends.

It’s only natural to have questions concerning the management of your money. At PCM, we are readily accessible to answer any question you might have about your portfolio. Throughout the year, we maintain a high level of communication with your advisor or administrator, including personal visits and telephone calls. During client meetings, we review portfolio performance, discuss the economic and investment outlook, and plan tax strategies. In addition, we take the opportunities to define or re-examine your objectives. After all, these can change as some goals are met and others come into focus.