Transcription of 2018 Second Quarter Review - Wells Fargo Advisors
{{id}} {{{paragraph}}}
Example: quiz answers
2018 Second Quarter Review - Wells Fargo Advisors
October 16, 2020 Joseph E. Buffa, Equity Sector Analyst Jack Russo, CFA, Equity Sector Analyst Advice & Research Diversified Stock Income Plan Quarterly Review Third Quarter 2020 DSIP List Overview The Diversified Stock Income Plan (DSIP) List focuses on companies that we believe will provide consistent annual dividend growth over a long-term investment horizon. Our objective is to provide a broad list of high-quality, industry-leading companies from which an investor can assemble a well-diversified portfolio. Through consistent dividend growth, our goal is to help investors stay ahead of the wealth eroding effects of inflation. Summary During the first nine months of 2020, the DSIP List underperformed its benchmark, the S&P 500, on a total return basis. Our overweight towards more defensive stocks and sectors hurt the list for the first nine months of 2020 as risk-on assets (technology stocks in particular) benefited from monetary and fiscal stimulus and hopes of an economic re-opening based upon recent progress on COVID testing and vaccines.
DSIP List Strategy Quarterly Review July 2018 . Page 2 of 9 . Continued global economic recovery, the financial benefits of corporate tax reform, above average
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: