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Community Corner

Creating & Managing a High Yield Dividend Portfolio

How to create and manage a high yield (+10%) dividend portfolio.  For the self-directed investor, retired individual looking to boost their monthly income without touching their principle investment, or anyone looking to generate consistent, monthly income.  Works in both taxable accounts and IRAs.  Excellent for non profits, like churches, with securities accounts looking to generate additional regular income.

Only 10 seats available.

Schedule: 
8:00 - 9:00 Registration, Breakfast 
9:00 - 12:00 Workshop Morning Session 
12:00 - 1:00 Lunch 
1:00 - 4:00 Workshop Afternoon Lab Session

Includes: 

  • 150 Page Workshop Workbook 
  • Updated Pre formatted Excel Spreadsheets 
  • Breakfast & Lunch, Break Refreshments 
  • Free Wifi
Topics Covered: 
  • High Yield (>7%) Stock Search Resources
  • Automated Portfolio Management
  • Historical Data downloading and Backtesting
  • Automated Fundemental data retreival for all the stocks in your portfolio or watch list, download 84 data fields for all your stocks in less than a minute
  • Covered Calls for additional income
  • Market Analysis basics for stock purchase timing and covered call writing
Laptops  Recommended with a spreadsheet program

Cost: - $160 (Paid by Wednesday prior to) $180 (After Wednesday). Pay by Check made out to UnRulyDog LLC.
Email UnRulyDog@unrulydog.com for questions or go to www.UnRulyDog.com "Events" menu tab for more information
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