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Not sure where this guy is coming from but his fund seems to have outperformed the relevant indices for a while. He's included CDA in his top 10 portfolio, but some strange picks in there, like RRL. He's expecting a low growth high interest rate environment. "In a scenario where there is low growth, yield investing runs the risk of falling into value traps, especially during an elevated inflation cycle with concerns of a recession. To navigate such volatile markets, the GARY (Growth At Reasonable Yield) model presents an approach that provides exposure to the top 10 stock ideas. These ideas are carefully selected to manage factors such as growth, value, yield, and risk, considering the current market conditions."[URL unfurl="true"]https://www.livewiremarkets.com/wires/gary-top-10-yield-investing-has-changed[/URL][ATTACH=full]158086[/ATTACH]
Not sure where this guy is coming from but his fund seems to have outperformed the relevant indices for a while. He's included CDA in his top 10 portfolio, but some strange picks in there, like RRL. He's expecting a low growth high interest rate environment.
"In a scenario where there is low growth, yield investing runs the risk of falling into value traps, especially during an elevated inflation cycle with concerns of a recession. To navigate such volatile markets, the GARY (Growth At Reasonable Yield) model presents an approach that provides exposure to the top 10 stock ideas. These ideas are carefully selected to manage factors such as growth, value, yield, and risk, considering the current market conditions."
[URL unfurl="true"]https://www.livewiremarkets.com/wires/gary-top-10-yield-investing-has-changed[/URL]
[ATTACH=full]158086[/ATTACH]
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