Wise Capital High Yield
For situations requiring income where the family or company invests at least 500K
Key Benefits
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Current yield (November 2011) of about 6%. Diversified in a quality portfolio of undervalued income earners, including preferred shares, energy trusts, REITs, bonds, and high dividend securities. |
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Strategy has one-third the volatility of the equity market, with the same volatility as the corporate bond market. |
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Very defensive and has provided downside protection: In 2011 the TSX was down 8.7% but high yield was up 5.5. In Q2 2010 TSX was down 6% whereas High Yield continued to receive uninterrupted income, and was up 1%. |
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Benchmark is CPI (Canadian inflation) plus 3.5%. |
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Ability to receive monthly or quarterly cheques into any Canadian bank account. |
