Current Real Income Portfolio Yield: 5.74% as of 7.29.17

The NAMCOA Real Income Portfolio is an actively managed diversified portfolio with an objective of providing income from dividends.

Structured as a separately managed portfolio to minimize client fees and other costs, the portfolio focuses primarily on Real Estate Investment Trusts, but can invest up to 30% in preferred stock and floating rate interest products. The portfolio targets to invest in 25 to 35 equities. The portfolio DOES NOT use any leverage or derivatives.

  • These performance figures are NET of its all management fees and trading costs, meaning no other fees, commissions, hidden charges or surprises.
  • The minimum account size starts at $100,000.
  • Distributions can be reinvested or taken in cash.
  • Clients have 24/7 online access to view their account and portfolio positions at either Fidelity or Interactive Brokers.
  • The portfolio is liquid any business day, but is subject to market fluctuations.

See attached portfolio fact sheet and other risk disclosures.

For more information, contact Walter Hester at whester@namcoa.com

 

 

Author: Paul McIntyre

Chief Compliance Officer