For investors and advisers applying the “new fundamentals of investing,” The HIP Preferred Stock Portfolio weights a basket of US-listed Preferred Stocks using a rigorous, data-driven analysis of quantifiable human, social and environmental results – which tend to lead to financial performance.

HIP Portfolios seek to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns.

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NEW HIP PREFERRED TOP 10
(rankings revised as of June 30, 2016)

Rank. Company (security types), HIP Rating
1. BGE Capital Trust (1) 57.7
2. Wells Fargo REIT Corp (1) 55.4
3. United Tech (1) 52.6
4. Pitney-Bowes Inc. (1) 49.5
5. Nextera Energy (1) 48.5
6. General Growth Properties (1) 44.5
7. Regency Centers (1) 43.7
8. Vornado Realty Trust (1) 42.8
9. Welltower (1) 42.3
10. Edison International (1) 39.5

The HIP Preferred Portfolio is a separately managed account designed and managed by HIP Investor Inc. to institutional and individual investors and wealth advisers.

Also, it is available on the FOLIOfn’s Model Manager Exchange and Charles Schwab Institutional ‘s Advisory Marketplace.

In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for institutions, individuals, families, and foundations seeking to increase their “HIP” Score and portfolio performance.

HIP helps investment advisers and wealth managers serve their clients’ life and financial goals – and build a better world – through information, portfolios and education services.


Disclosure and Assumptions: The HIP Preferred Portfolio results represent the results of the actual index since inception by means of the application of a model, assuming a $1,000,000 beginning portfolio. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends.  There are inherent limitations of showing composite portfolio performance based on model results. Unlike actual client-performance records (which can vary by client), model results cannot accurately reflect the effect of material economic or market factors on the price of the securities, and therefore, results may be over or under-stated due to the impact of these factors. Since model results do not represent actual client-specific trading and may not accurately reflect the impact of material economic and market factors, it is unknown what effect these factors might have had on HIP’s decision making if HIP Investor were actually reporting client portfolios. During the period for which model results are shown, securities of U.S. companies have generally been rising, and the model returns are partly a function of this market environment. If this environment were to change materially, the model results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.

The results include reinvested dividends or interest, and results are net-of-fees as a client would have paid to HIP on a quarterly basis in advance for advisory fees and brokerage costs. During the period for which model results are shown, HIP has maintained the same investment strategies and advisory services as those that HIP offers to clients. There is potential for loss as well as for profits. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities in the portfolio. The S&P index is shown as a general market indicator and is not available for direct investment. Tax consequences have not been considered. Investments are managed by HIP Investor Inc as the investment adviser via separately managed accounts at FOLIOfn or at Charles Schwab Institutional. This is not an offer of securities.

Past performance is not indicative of future results.

 

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