2CHYP Portfolio Analytics
08/10/2016 Update Our approach involves careful selection of individual stocks which we believe have increased potential to outperform due to market mispricing or fundamental superiority. As a portfolio, these stocks have a dividend yield of roughly 7.2% and a price...read more
Important Notes and Disclaimer
The information contained herein is confidential, privileged and only for the information of the intended recipient and may not be used, published or redistributed without the prior written consent of 2nd Market Capital Advisory Corporation (2MCAC).
Suitability. We cannot determine whether the portfolio holdings presented are suitable for any given reader. Readers are encouraged to contact their financial professional to discuss the suitability of any strategies or holdings prior to implementation in their portfolio.
Forward-looking statements. Commentary may contain forward-looking statements which are by definition uncertain. Actual results may differ materially from our forecasts or estimations, and 2MCAC cannot be held liable for the use of and reliance upon the opinions, estimates, forecasts, and findings in these documents.
Holdings. The specific securities identified and described herein do not represent all of the securities purchased or sold for advisory clients of 2MCAC. It should not be assumed that investments in the securities identified and described were or will be profitable. We do not intend presentation of 2CHYP's holdings as a recommendation, but rather as a statement of historical fact. It should not be assumed that purchases and sales made in the future will be profitable or will equal the performance of the securities in this list.
Past Performance does not guarantee future results. Investing in publicly held securities is speculative and involves risk, including the possible loss of principal. Historical returns should not be used as the primary basis for investment decisions. Although the statements of fact and data is this commentary have been obtained from sources believed to be reliable, 2MCAC does not guarantee their accuracy and assumes no liability or responsibility for any omissions/errors.
Benchmark Comparison. 2CHYP portfolio is compared to the I Shares REIT ETF (IYR) and Vanguard REIT ETF(VNQ) because these are common methods for investing in a portfolio of REITs and we view these as competitors or alternatives to 2CHYP. Both IYR and VNQ have fees that are factored into performance, while 2CHYP does not have a fee aside from trading commissions which are factored into performance. 2CHYP’s dividends are reinvested, while VNQ’s and IYR’s dividends are paid but not reinvested.
Expenses. Returns reflect the deduction of any transaction expenses. There are no costs or management fees charged nor deducted.
Calculation Methodology. Partial year return, unaudited. Dividends in 2CHYP are reinvested.
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