The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.
The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.
ETFs / Funds
Past performance is no guarantee of future results.
Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
All graph data is as of the end of day for the referenced period, unless otherwise specified.