The Compound Income Portfolio

The Compound Income Portfolio is a model portfolio based on shares from the top quartile of the Compound Income Scores was set up in April 2015. The total return since then & over various time periods versus total returns for the FTSE All Share, Mid 250 and Small Cap. Indices are shown in the table and graph below the tabs.

If you are interested in finding out more about the Compound Income Scores which have helped to deliver this performance – and wish to gain access to them and the full portfolio details, to help you find potentially attractive and growing income stocks, then please read on.

These have been used to produce the Portfolio Performance shown in the table and graph below.
You can subscribe to gain access to them, see full details of the Portfolio and all the transactions. If you choose to subscribe, you will also get a FREE e-book detailing the thinking and academic research behind the Scores. In addition there is a regularly updated Journal detailing rationale for transactions and on going news flow for portfolio holdings.

If you are interested in learning more about the Scores and what’s behind them, then read more in the next tabs, which answer questions on why they were created and how they can be used, with the three other quantitative scoring systems for stocks.

Alternatively, if you are ready to get the Scores working for you in identifying good value quality companies with the potential to grow their dividends then see the subscription page, but please be sure to read the disclaimer at the foot of the page.

 

Shareholder Yield where share buy backs are taken into account as this is said by some to be a better way of identifying yield stocks if that is something you want to focus on in your research.

Value, Quality & Momentum Scores more broadly across more than 1500 shares in the UK market rather than those just dividend paying stocks. This can therefore help you to quickly identify any attractively valued stocks with good quality and which are showing good price momentum. This is based on famous research from the late Robert Haugen which found that lower risk stocks tended to outperform the more risky stocks, which is the opposite of conventional financial theory. See here to discover more about that.

The Conservative Formula which was developed by Pim Van Vliet & David Blitz in a research paper in 2018. This dovetails in quite well with the two scoring systems above, as it utilizes low volatility (similar to the low risk identified by Haugen), high net pay out yield or Shareholder yield and strong price momentum similar to the Haugen model.

These are all presented in an All Scores table along with the original Compound Income Scores so subscribers will be able to search and see at a glance how a stock scores on these different systems, which should then help one to decide if a stock looks worthy of further research or not. If that sounds like something that might be of interest to you in your research, then please consider Subscribing.

 

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