The market may be overvalued if the Dow hits 20,000
Daniel Johnedis, CFA, CIC, President and Chief Investment Officer Cratus Capital, LLC, a Registered Investment Adviser
My Investment Portfolios
High Income Strategy
The Cratus High Income Strategy is designed to provide high yield with minimal downside risk. This strategy invests in very short term high income bond ETFs with a small position invested in small- and mid-cap high dividend stocks. Overall risk is minimized through extensive due diligence on all companies and ETFs which Cratus Capital includes in this strategy. Interest rate risk is virtually non-existent as these bonds have very low durations. High dividend paying stocks are added opportunistically for diversification but may not represent for more than 20% of the total market value of the portfolio. This is a low volatility strategy.
- S&P 500