USFE yields 6.06% · DIVO yields 6.62%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, USFE + DIVO cover 0 of 12 months — good coverage
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What's the optimal mix of USFE + DIVO for your $10,000?
USFE follows a value-oriented equity approach that emphasizes capital preservation through disciplined stock selection. The fund focuses on identifying companies trading at a discount to the advisers assessment of intrinsic value, with an emphasis on financial strength, business durability, and management quality. Investment decisions are made without regard to company size, allowing exposure across large-, mid-, and smaller-cap US equities, as well as limited non-US listings. The portfolio is typically non-diversified, reflecting a higher-conviction approach rather than broad market representation. Through this valuation-driven framework, the fund seeks long-term capital growth while aiming to reduce the risk of lasting capital losses.
Full USFE Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.