This unit investment trust invests in a fixed portfolio of stocks for approximately 15 months. The portfolio adheres to a simple strategy of investing in an equally-weighted portfolio of the five lowest-priced of the ten highest dividend-yielding stocks of the Dow Jones Industrial Average® (DJIA®).
The strategy is based on three important elements:
Higher Dividend Yields – Blue-chip stocks with higher dividend yields may indicate that the stocks are out of favor or may be undervalued.
Industry Leaders – The companies included in the DJIA® are some of the most widely-held and well-capitalized companies in the world.
Discipline – The strategy dictates what to buy, when to buy, and when to sell. No emotional judgments are made and the strategy remains the same.
Please be aware that the fixed income offerings listed above may have already sold out. Please call to confirm availability.