For my client accounts my largest holdings are Nasdaq 100 (QQQ), Low Volatility (SPLV), and Pfizer (PFE). Here’s more detail:
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Vomund Investments, LLC
889 Alder Avenue Suite 202
Incline Village, NV 89450
US Mail:
PO Box 5037
Incline Village, NV 89450
775 832 8555
At Vomund Investments, we tailor our managed accounts to meet the client’s comfort level using stocks, exchange-traded funds (ETFs), preferred stocks, and exchange-traded debt. Most portfolios include lower-risk, better-rated vehicles with yields of five percent or more.
We also hold some higher-yielding stocks with both dividend growth and capital gains potential. Prices fluctuate of course, but their volatility is less than that of most equities.
Whether you are investing primarily for growth to reach retirement, or for income to enjoy your retirement, our managed account program deserves a closer look.