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Forbes/Lehmann
Income Securities Investor allows
subscribers to establish portfolios best suited for
their level of risk and return. All of the portfolios
have a base of approximately $100,000 and are structured
to generate about equal monthly dividend/interest
payouts (laddering). The portfolios are designed to
invest roughly equal amounts into each of the securities
in order to provide diversification.
Purchase the latest copy to get the portfolio securities,
recommendations, and more!
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| High
Risk Portfolio |
| These
securities are all below investment grade,
and some are not rated. Capital
appreciation is not a goal in this
portfolio but rather the highest current
income. Safety of principal is secondary
to yield. |
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| Monthly
Payout Average: |
$1,025 |
| Current
yield on portfolio: |
11.25% |
| Last month's
value: |
$102,044 |
| Current
value of portfolio: |
$106,767 |
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| Medium
Risk Portfolio |
| Two
of the securities are rated below BBB.
Capital appreciation is not a goal in this
portfolio but rather high current income.
Safety of principal and yield are given
equal weight. |
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| Monthly
Payout Average: |
$747 |
| Current
yield on portfolio: |
8.77% |
| Last month's
value: |
$101,175 |
| Current
value of portfolio: |
$102,211 |
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| Low
Risk Portfolio |
| This
investment grade portfolio is comprised of
securities with ratings of BBB or better.
This portfolio will, of course, be the
lowest yielding, but also the most secure.
Capital appreciation is not a goal, but
principal protection is primary. |
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| Monthly
Payout Average: |
$724 |
| Current
yield on portfolio: |
8.22% |
| Last month's
value: |
$105,035 |
| Current
value of portfolio: |
$105,667 |
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| Convertible
Portfolio |
| This
portfolio aims for growth and income. Most
of the converts offer high current income
with the prospects of capital appreciation
in the years to come. |
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| Monthly
Payout Average: |
$
564 |
| Current
yield on portfolio: |
7.07% |
| Last month's
value: |
$105,738 |
| Current
value of portfolio: |
$
95,721 |
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