The holdings in our model Portfolios posted solid fourth-quarter results and have continued to outperform their benchmarks.
Since the MLP Portfolio’s inception on Nov. 15, 2013, our holdings have delivered an average total return of 7.16 percent, compared to the 2.16 percent return generated by the benchmark Alerian MLP Index.
Over this period, the Portfolio’s conservative sleeve has generated an average total return of 8.9 percent, while our aggressive holdings are up 5.3 percent.
In this issue, we share our updated take on these master limited partnerships (MLP) and our analysis of their fourth-quarter results and growth prospects.
Note that we have also updated our comments in the MLP Ratings table for many of the 100 names that we track; we will complete this review over the coming days.
We also review fourth-quarter results from our International Portfolio holdings that have reported earnings since the last issue of Energy & Income Advisor.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Feb. 25, 2021
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.