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The last time we checked, our relatively high dividend and low risk stock lists had provided an average gain of about 6%, before income from dividends had been added in, assuming one had bought them the next business day following our official issue date (the 21st of each month) and held them for a year (technically for a year-and-a-day, to qualify for long-term capital gain tax provisions), this at a time when the S&P 500 had barely been positive at all, even after dividends were added in, on a compound annual total return basis. In other words, our low risk, high dividend recommendations, on average, beat a major market index and with lower risk of permanent loss of capital.
While past performance, this time as always, is no guarantee of future returns, and each investor again is urged to carry out his or her own careful due diligence before purchasing any asset, whether recommended here or otherwise, it may be useful to do this exercise anew. Chances are, the securities picked will, taken as a group, once more have somewhat lower volatility and yet better returns than the major averages.
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