Manually researched Dividend or Value Portfolios

Dividend Income Portfolio

Symbol Strategy Issuer Alpha Beta Dividend Yield
JEPI nyse arca Defensive S&P500 Equity with Covered Calls ETF J.P.Morgan 8.53 0.59 11.13%
JPI nyse Securities issued by financial and insurance firms CEF, expire 31. Aug 24 Nuveen -9.96 0.71 8.13%
PEO nyse Long-term demand for energy and materials CEF Adams Funds 61.37 1.27 6.96%
ARCC nasdaq Business Development Company Common Stock Ares Capital Corporation 13.17 0.97 6.91%
MO nyse Tobacco Common Stock Altria 22.99 0.65 7.64%
T nyse Telecommunications Common Stock AT&T 21.37 0.68 7.10%
RIO nyse Mining Common Stock RIO 35.66 0.99 10.68%

Value Portfolio

Symbol Strategy Issuer Alpha Beta Dividend Yield
BRK-B nyse Warren Buffets Holding Company Common Stock Berkshire Hathaway 21.78 0.88 0.00%
COWZ bats Top 100 Cash Flow companies in Russel 1000 ETF Pacer US Cash Cows 20.97 1.06 1.74%
DPW xetra Logistics Common Stock Deutsche Post -23.91 -0.04 4.63%

Growth Portfolio

Symbol Strategy Issuer Alpha Beta Dividend Yield
ADBE nasdaq Diversified Software Common Stock, Fallen Angel Adobe -34.21 1.17 0.00%
ASML nasdaq Semiconductor equipment Common Stock, Fallen Angel ASML -7.82 1.43 1.06%
GOOGL nasdaq Google & Co Common Stock, Fallen Angel Alphabet -19.28 1.12 0.00%

ValueRay Wikifolios

Symbol Strategy Issued
wfvalueray ValueRay Exceptional Fundamentals equally weighted top fundamental scorer 15. Oct 2022 (Track Record)
wf000vrdiv ValueRay Top Dividends min 6% dividend yield; stocks only; ~500 USD monthly per 100k invest 26. Oct 2022 (Track Record)