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RTGs:
Dohmen Income

Objective

This folio is designed for investors seeking long-term income, whether from equities or fixed-income securities. At times, equity income may be viewed as more attractive than fixed income interest payments—especially when the economy is gathering strength—which, in Dohmen’s view, can make fixed income unattractive. At other times, the opposite is may be true. The Dohmen strategy is designed to be in the most attractive income vehicles based on Dohmen’s risk/reward analysis.

Please review the investment information at the www.hedgefolios.com website to ensure that this folio meets your investment objectives now and as your investing goals change over time.

Strategy

This folio consists of securities that pay dividends or have income distributions. This folio is designed for investors seeking a high level of income distributions. This folio is not tax managed and as a result dividends and interest payments are considered equal.

The securities in this strategy are updated when Dohmen timing signals call for it. The goal is to sell sectors that are peaking and giving sell signals based on Dohmen’s indicators, and redeploying the capital in sectors that are emerging or are gaining strength.

Note: Inverse and leveraged ETFs are complicated instruments that should only be used by investors who understand and are comfortable with the ETF’s terms, investment objectives, risks, distribution of any gains, tax consequences, fees and expenses. The ETF may include features designed to achieve the fund’s investment objectives on a daily basis, which can make an underlying index or reference over a longer period of time by the fund untraceable. Folio makes available most exchange-traded ETFs for use by advisors and clients but does not recommend any securities or strategies. According to FINRA, leveraged ETFs typically are not suitable for retail investors who plan to hold them for more than 1 trading session, particularly in volatile markets. Carefully review the applicable prospectus for each ETF by visiting the fund-specific website before investing in inverse or leveraged ETFs.

Learn about the additional risks of inverse and leveraged ETFs by clicking on the link.

Last Updated:

Category:
Inception Date:

Folio Returns
One-Month N/A
Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

Securities in this folio are selected by Dohmen Strategies LLC, with heavy emphasis on technical analysis and other methodologies developed by its principal, Bert Dohmen.

  1. The folio will consist of investments that pay dividends or interest, as well as other types of securities that provide income distributions, such ETFs, MLPs (Master Limited Partnerships), closed-end funds, and REITs (Real Estate Investment Trusts).
  2. Dohmen selects the investments based primarily on credit market analysis. The timing is provided by technical analysis.
  3. Securities are then weighted by Dohmen. Weightings and holdings will change over time as published in the Dohmen Hedge newsletters.

Number of Securities

There are up to 10 securities in the folio.

Update Frequency

This folio is updated whenever Dohmen’s timing signals call for it.

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.