Performance

Annualized Returns

as of December 31, 2017

1 Year
3 Year
5 Year
Since Inception

(Sep 31, 2011)

20.81%

11.00%

14.67%

14.63%

AMM Dividend Letter

Each issue of the AMM Dividend Letter provides in depth analysis of a current position in the AMM Dividend Strategy.


Our portfolio is built around 3 types of positions:

  • Dividend Stalwarts
  • New Dividend Payers
  • Special Situations

Each issue discusses a position's category, its catalysts for dividend growth & price appreciation, its risks, and our estimate of fair value.


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The AMM Dividend composite includes all accounts managed using AMM Dividend Strategy. Accounts in the composite may include portfolios where covered call options are periodically written against positions. Not all accounts in the composite use covered call options. Performance tracking for new accounts begins in the first full month that the account is managed by AMM. Terminated accounts will remain in our database and performance tracking for these accounts will end on the last day of the last full month that the account was managed by AMM. Non-discretionary assets are excluded from the performance calculation. All returns are asset weighted, net of all management fees and based on total return. Dividends are reinvested as determined by client. A full description of AMM fees, services and investment strategies is detailed in our disclosure brochure (Form ADV Part 2) and is available for review free of charge by contacting us at 888-999-1395.

The performance data featured represents past performance, which is no guarantee of future results. The performance of individual accounts may vary substantially from the composite performance results. Investment accounts can and will fluctuate. The information contained herein was obtained from sources believed to be reliable. No representation as to is accuracy or completeness.