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Posted by on Aug 5, 2014 in AthenaInvest

High Equity Dividend Yield for Generating Retirement Income

High Equity Dividend Yield for Generating Retirement Income

By: C. Thomas Howard, PhD, Professor Emeritus of Daniels College of Business, University of Denver, CEO of AthenaInvest Advisors and Portfolio Manager of AdvisorShares Athena High Dividend ETF (DIVI)   Sufficient yield, keeping up with inflation, and outliving the funds available are three major concerns facing investors when building a retirement portfolio. A high dividend yield equity portfolio provides a competitive approach for addressing each of these concerns. Such a portfolio produces higher income per dollar invested, growing income and principle over time, higher total returns, lower volatility, and a much reduced risk of outliving retirement savings. I will address each of these favorable characteristics individually. Higher Income per Dollar Invested A high dividend yield equity portfolio can produce 2 to 3 times the income per dollar invested in comparison to a traditional low risk bond portfolio. This means a much smaller portion of your portfolio has to be dedicated to income generation. For example, $1 mil portfolio invested in 10 year Treasury Bonds generates, at current interest rates,...

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Posted by on Jul 29, 2014 in AthenaInvest

High Stock Dividends: A Competitive Retirement Income Solution

High Stock Dividends: A Competitive Retirement Income Solution

By: C. Thomas Howard, PhD, CEO of AthenaInvest, the sub-advisor to the AdvisorShares Athena High Dividend ETF (DIVI)   Sufficient yield, keeping up with inflation, and outliving the funds available are three major concerns facing investors who are building a retirement portfolio. A high dividend yield equity portfolio can provide a competitive approach to addressing each of these concerns. Potential Higher Income and Inflation Hedge Relative to Bonds A high dividend yield equity portfolio has the potential to produce 2 to 3 times the income per dollar invested in comparison to a traditional low risk bond portfolio. This means a much smaller portion of your portfolio has to be dedicated to income generation. In addition, dividend income grows over time while bond income remains the same. Unlike the income provided by a high risk bond portfolio, dividends grow over time at a rate likely to exceed the inflation rate. Not only do you start with more income per dollar invested, but the dividend income stream will likely provide an...

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Posted by on Jun 16, 2014 in AthenaInvest

Chart Book and Financial Market Update (6/16/14)

Take a look at this week’s Chart Book from Accuvest Global Advisors with updates on the following: Global Financial Conditions Global Equity Markets Interest Rates and Fixed Income The Economy Major Currencies Commodities Investor Sentiment Accuvest Global Advisors is a California based RIA and sub-advisor of the AdvisorShares Accuvest Global Opportunities ETF (ACCU) and the AdvisorShares Accuvest Global Long Short ETF (AGLS). Disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from...

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Posted by on Sep 12, 2013 in Active Management, AthenaInvest

AthenaInvest  Recognized for Behavioral Portfolio Management Performance

AthenaInvest Recognized for Behavioral Portfolio Management Performance

Barron’s Winner Two Consecutive Quarters – PSN Top Guns Four Consecutive Years AthenaInvest, portfolio manager of the AdvisorShares Athena International Bear ETF (HDGI) recently announced that their Athena Pure Valuation | Profitability Portfolio has been recognized as a Barron’s separately managed award winner for consecutive quarters. Click here to read the...

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Posted by on Aug 3, 2013 in Active Management, AdvisorShares, AthenaInvest

Using Behavioral Factors to Hedge International Stock Portfolios

Using Behavioral Factors to Hedge International Stock Portfolios

C. Thomas Howard, PhD CEO and Director of Research of AthenaInvest, Inc. and Portfolio Manager of the AdvisorShares Athena International Bear ETF (HDGI) published an interesting White Paper available on InvestmentNews.com, “Using Behavioral Factors to Hedge International Stock Portfolios.” Here’s an excerpt: There is considerable evidence showing that stock picking skill is common among active equity mutual funds. It is also the case that managers reveal their best idea stocks by means of relative portfolio weights, which in turn can be aggregated across funds in order to create superior portfolios. What is less obvious is how it is possible to build underperforming portfolios, using this same information for identifying low conviction stocks held by closet indexers. Underperforming portfolios are of interest in populating the short side of a long-short portfolio or a short only portfolio that can be used for tactical and hedging...

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