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Lower Volatility

Volatility in asset returns acts as a drag on annualized average performance and ending wealth values.  Investment strategies that seek to simultaneously reduce volatility and earn excess returns offer the opportunity to improve the risk/return ratio; this is precisely what the TWIN Dividend Select portfolio aims to do.

Managing Dividend Select involves two levels of stock selection. The first is to create a universe of S&P 500 stocks with less return variability, focusing on dividend “payers and growers”. The second is to select stocks from this universe by utilizing the TWIN Equity Model, and our unique Fundamental Tilt® approach.

The goal is to outperform the S&P 500 over the long-term with significantly less standard deviation than the index itself.