• Duncker Streett & Co., LLC portfolios are predominately invested in individual securities. Mutual Funds and Exchange Traded Funds (ETFs) are periodically used to gain exposure to niche asset classes to improve diversification.
  • Portfolios consist of 35 to 50 equity holdings, diversified across economic sectors and industries to take advantage of long term economic trends.
  • Common stocks are held for capital appreciation though some equities with above average dividends can appeal to income investors during this period of low interest rates.
  • Real Estate Investment Trusts (REITS) and Master Limited Partnerships (MLPs) often provide generous dividends and possess the potential for dividend growth and capital appreciation.
  • Preferred Shares and Convertible Preferred Shares pay large dividends with the latter holding the potential to rise in value.
  • Income can always be generated through traditional investments in high-grade corporate or municipal bonds. Since the returns on fixed income investments have a low correlation to stocks, they improve portfolio stability.