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Copyright © 2017
Dividend Total Return

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Subscription Details

Complete Package of 7 Basic DTRS Portfolios:

  • DTRS P-1.4 Portfolio (1-2 Stocks).
  • DTRS P-2.2 Portfolio (1-3 Stocks).
  • DTRS P-3.4 Portfolio (1-5 Stocks).
  • DTRS P-5.7 Portfolio (2-8 Stocks).
  • DTRS P-7.3 Portfolio (3-10 Stocks).
  • DTRS P-8.3 Portfolio (4-10 Stocks).
  • DTRS P-9.4 Portfolio (6-10 Stocks).

If you want to be on our reminder list, please send requests to DTRS.Portfolios@gmail.com or fill out the Contact Us page.

2019 Basic DTRS Portfolios (for Personal Use only).

Ordering the 2020 Portfolio publications:

    • Each new subscriber will receive the 2020 Model Portfolios for FREE

Notes:

  • All 7 DTRS Portfolios will be emailed after payment processing (typically 5 business days).
  • No refunds after the portfolio data has been emailed.
  • All 7 DTRS Portfolio holdings are updated after 12/31 of each year.
  • No applicable sales tax is being charged in the pricing listed.
  • Weekly or monthly performance updates will be posted on public website for all 7 DTRS Portfolios.
  • Mid-year investors may want to check monthly performance charts for entry timing.
  • In an effort to reduce holding sensitive customer data, all we ask for is your name & email address.
  • When payment is applicable, make checks payable to EG Financial, LLC.  Include name and email address.
  • Send requests to:

DTRS.Portfolios@gmail.com

Timing:

  • The BASIC model portfolios were developed for full calendar-year investment similar to the Dogs-of-the-Dow methodology.
  • BASIC portfolio investing:
    • Early in the year (after the BASIC model portfolios are updated and before the market rises significantly).
    • Market downturns (when the BASIC portfolio stock prices are at a discount).
    • Dollar-Cost Averaging using the BASIC portfolios.

 Limitations:

  • These model portfolios are intended as part of a longer-term investment strategy.
  • The presented performance data represents full-year investment in the BASIC portfolios.
  • Broad market movements will affect portfolio performance. When investing for the short-term, consider your overall equity weighting accordingly.
  • EG Financial, LLC does not provide individualized investment advice.