2020 - Monthly Income Portfolio Prepared By : StockMarketResearchCenter.com
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  Stock  Market  Data  for  Institutions  &  Individuals  To  Use  To  Make  Investment  Decisions .  
                                                                                     
                                                                                     
  Investing in the Stock Market can be rewarding as well as dangerous. Individuals and Professionals invest with the objective of the security going up in price or receiving a healthy dividend or distribution. Extensive homework, analysis and ranking of securities under consideration is crucial when making investment decisions. The purpose of this Research is to find Securities that pay a healthy distribution while maintaining a steady Price Range. Certain ETFs pay a MONTHLY Distribution from the individual Securities the ETF invests in. Using extensive data from the past history of the ETF can shine light on ETFs that have shown to pay high monthly Yields while maintaining relatively low Price Range movement. Here are those ETFs for consideration.  
   
   
   
   
   
   
                                                                                     
                                                                                     
  A. How to Use This  Research                                      
   
  1 First, lets look at the 3 major Market Index ETFs to find what they pay out each month and their Yield . . .[ Using an investment of $1,000 per ETF ]  
  $ Amount Received each . . .   
  Market Symbol Recent Price No. of Shares bot with $1,000 Monthly Distribution per Share Month Year Yield Received  
  Dow Jones Industrial DIA 265.85 3.76 0.6371 $2.40 $28.76 2.88%  
  NASDAQ QQQ 186.74 5.36 0.1385266 $0.74 $8.90 0.89%  
  S&P 500 SPY 293.00 3.41 0.5772 $1.97 $23.64 2.36%  
   
  2 Next, lets find ETFs that invest in income producing Securities and passes that income on to the holders of the ETF.  
   
  Using our extensive research and historic data for each ETF, we have created several "Monthly Income Portfolios" for your review below. When compared to the Yield of the 3 Major Market ETFs, you will see the ETFs selected have Monthly Distributions and Yields that far exceed the Major Market Indexes.  
   
   
  3 Next, we list all the ETFs that pay Monthly Income with extensive data and our  proprietary Scoring and Grading Systems for your review.  
   
  4 IMPORTANT - We do not know you and therefore these "Monthly Income Portfolios" may not be appropriate for you and your financial situation. Therefore, please take this Research to your Professional Investment Adviser for their review . . . or have them come to this website using the web address above. They may not have delved into the Research we have used here so it would be helpful for them to review our Research listed herein. They can then advise if this fits your needs. Remember, we DO NOT accept funds to invest . . .our goal is to produce extensive Stock Market Research for Individuals and Professionals to use in making investment decisions.  
   
   
   
                                                                                     
                                                                                     
  B. Monthly Income Portfolios . . .   
   
  Symbol Name Recent Price Number of Shares Bot with $1,000 Monthly Distribution per Share Monthly Distribution Received per $1,000 Annual Distribution Received per $1,000 Distribution Yield 2019  Returns 3 Year Standard Deviation Total SCORE out of 100  
  Distribution Return Price Return Total Return  
   
   
  1 Monthly Income Portfolio No. 1 - Good Yield with Moderate Price Fluctuation.  [ Investing $1,000 in each ETF for total of $5,000 invested ]  
   
  a. GOF Guggenhm Strt 20.48 49       0.182   $8.89 $106.70 10.67% 10.64% 12.10% 22.74%            3.70   95.8  
  b. DMO WesternAstOpp 21.37 47       0.160   $7.49 $89.85 8.98% 9.83% 4.81% 14.63%            3.64   85.4  
  c. PFN Pimco FloatRate 10.57 95       0.080   $7.57 $90.82 9.08% 9.08% 10.91% 20.00%            3.86   93.7  
  d.  PFL Pimco FloatFnd 11.81 85       0.090   $7.62 $91.45 9.14% 9.14% 8.65% 17.79%            4.08   91.2  
  e. PTY Pimco Corp Fnd 18.14 55       0.130   $7.17 $86.00 8.60% 8.60% 18.25% 26.85%            4.46   91.2  
   
  Totals For Monthly Income Portfolio No. 1 : $38.73 $464.81 9.30%      3.95    
   
     
   
  2 Monthly Income Portfolio No. 2 - High Yield with more Price Fluctuation. [ Investing $1,000 in each ETF for total of $5,000 invested ]  
   
  a. GOF Guggenhm Strt 20.48 49       0.182   $8.89 $106.70 10.67% 10.64% 12.10% 22.74%            3.70   95.8  
  b. NRO Neuberger BrmRE 5.135 195       0.040   $7.79 $93.48 9.35% 9.35% 23.73% 33.08%          14.62   83.6  
  c. ETJ EatonVnRskMngd 9.4 106       0.076   $8.09 $97.02 9.70% 9.68% 15.76% 25.44%            6.77   78.1  
  d.  KIO KKR Income 15.73 64       0.125   $7.95 $95.36 9.54% 9.54% 10.39% 19.92%            4.94   76.0  
  e. CRF Cornerstone TR 11.32 88       0.199   $17.54 $210.42 21.04% 22.70% 1.89% 24.59%          11.44   82.8  
   
  Totals For Monthly Income Portfolio No. 2 : $50.25 $602.98 12.06%      8.29    
   
                                                                                     
                                                                                     
  Next, we have provided the very extensive data and historic numbers for each of the ETFs that provide Monthly Income. You will also find our proprietary Grading and Scoring Systems. Please share this data with your Professional Investment Adviser to help decide if these ETFs are appropriate for you.  
   
                                                                                     
C. Here are the Headings used to Analyze the Securities that make up the "Monthly Income Portfolio"
                                                                                     
See the "Notes" at bottom of this Page . . . Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
Note 1 Note 2 Note 3  
                                                                               
Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
Note 4 Note 5 Note 6 Note 7 Note 8  
                                                                               
Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
30 Days 90 Days 1 Year 3 Year 5 Year  
Note 9 Note 10 Note 11 Note 12 Note 13 Note 14  
                                                                                     
                                                                                     
  D. Here is the extensive Analysis of each of the ETFs used to compiling our "Monthly Income Portfolios".  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  1 GOF Guggenhm Strt Taxable Bonds Multisector Bonds 20.48                  190,806         16.72         22.39         16.72           22.39 9%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.182                0.182                0.182                0.182 0%  $                           2.19 48.83  $              8.89  $             106.70 10.67%                         3.32                       3.70  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  1.30% -1.40% 10.64% 12.10% 22.74% 4.66% 14.43% 9.20% B A B B C A 95.8  $          457  $         1,217  $       1,673  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  2 PFN Pimco FloatRate Taxable Bond Multisector Bonds 10.57                  181,529           8.88         10.87           8.88           10.87 3%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.080                0.080                0.080                0.080 0%  $                           0.96 94.61  $              7.57  $               90.82 9.08%                         4.86                       3.86  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.14% 0.38% 9.08% 10.91% 20.00% 6.57% 13.27% 8.77% B A B B B B 93.7  $          393  $         1,205  $       1,598  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  3 PTY Pimco Corp Fnd Taxable Bond Government 18.14                  979,515         13.30         18.98         13.30           18.98 5%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.130                0.130                0.130                0.130 0%  $                           1.56 55.13  $              7.17  $               86.00 8.60%                         5.80                       4.46  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.52% 0.40% 8.60% 18.25% 26.85% 9.57% 17.22% 11.74% B B A A D B 91.2  $          426  $         1,360  $       1,786  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  4 PFL Pimco FloatFnd Taxable Bond Floating-Rate Bonds 11.81                  121,190         10.11         12.24           9.75           12.55 4%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.090                0.090                0.090                0.090 0%  $                           1.08 84.67  $              7.62  $               91.45 9.14%                         4.86                       4.08  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.06% 0.26% 9.14% 8.65% 17.79% 6.11% 13.35% 8.31% B A B C B B 91.2  $          390  $         1,213  $       1,602  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  5 EAD Wells Fargo Adv Taxable Bonds High Yield Bonds 8.24                  280,356           6.91           8.31           6.91             8.96 1%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.059                0.061                0.052                0.060 2%  $                           0.71 121.36  $              7.17  $               86.00 8.60%                         7.45                       5.25  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.69% -0.63% 8.74% 13.97% 22.71% 6.44% 11.17% 6.19% A B C A B B 90.5  $          352  $         1,106  $       1,458  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  6 HYT CorporateHghYld Taxable Bonds High Yield Bonds 10.72                  328,945           8.95         10.79           8.95           11.46 1%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.072                0.072                0.070                0.070 2%  $                           0.86 93.28  $              6.72  $               80.60 8.06%                         9.36                       6.14  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.85% 0.29% 8.02% 15.52% 23.54% 4.78% 9.78% 4.87% A C C A B B 88.4  $          325  $         1,096  $       1,422  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  7 GUT Gabelli Utilty USEquity Utilities 6.99                  110,493           5.71           7.10           5.71             7.10 2%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.050                0.050                0.050                0.050 0%  $                           0.60 143.06  $              7.15  $               85.84 8.58%                       11.07                     11.28  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.79% -1.43% 8.58% 17.68% 26.26% 13.69% 6.74% 6.94% B C B C B B 85.9  $          370  $         1,226  $       1,596  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  8 DMO WesternAstOpp Taxable Bonds Mortgage Backed 21.37                     40,952         20.21         23.45         20.21           27.30 10%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.160                0.175                0.190                0.235 -30%  $                           1.92 46.79  $              7.49  $               89.85 8.98%                         1.96                       3.64  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  0.71% -1.19% 9.83% 4.81% 14.63% 9.01% 13.06% 10.55% D A A D B B 85.4  $          379  $            907  $       1,287  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  9 ARDC Ares Dynamic Taxable Bonds Bonds 15.13                     50,499         13.07         16.18         13.08           16.75 7%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.108                0.108                0.108                0.103 2%  $                           1.29 66.09  $              7.11  $               85.26 8.53%                         6.47                       4.90  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  0.13% -0.99% 8.53% 9.64% 18.16% 3.26% 11.17% 4.82% A B C C B B 85.1  $          336  $         1,132  $       1,468  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  10 NRO Neuberger BrmRE US Equity Real Estate 5.135                  140,918           3.85           5.31           3.85             6.00 3%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.040                0.040                0.045                0.045 -9%  $                           0.48 194.74  $              7.79  $               93.48 9.35%                       19.62                     14.62  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.63% -3.02% 9.35% 23.73% 33.08% 22.26% 7.02% 7.89% C F A A C B 83.6  $          325  $         1,025  $       1,350  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  11 ETY EatonVanceTxMgd Alternative Stocks 11.99                  261,126           9.43         13.05           9.43           13.05 9%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.084                0.084                0.084                0.084 0%  $                           1.01 83.40  $              7.03  $               84.37 8.44%                       15.85                       9.80  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  5.26% 1.55% 8.42% 17.55% 25.97% 7.23% 10.49% 8.17% B D B A C B 83.1  $          296  $         1,071  $       1,367  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  12 CRF Cornerstone TR US Equity 0 11.32                  184,484           9.11         14.54           9.15           17.55 28%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.199                0.230                0.230                0.229 -16%  $                           2.38 88.34  $            17.54  $             210.42 21.04%                       17.68                     11.44  
  Price Return for latest . . . 2019 YTD Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  4.75% 0.00% 22.70% 1.89% 24.59% 10.34% 13.96% 10.91% C D A A F A 82.8  $          604  $            670  $       1,274  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  13 CLM Cornerstone Str US Equity 0 11.64                  564,149           9.31         14.54           9.31           18.50 25%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.205                0.237                0.237                0.233 -14%  $                           2.46 85.91  $            17.64  $             211.65 21.16%                       17.49                     11.35  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  5.86% -0.41% 22.77% 4.11% 26.88% 10.37% 14.74% 9.32% C D A A F A 82.8  $          662  $            743  $       1,405  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  14 BIT BlackRock Multi Taxable Bonds Bonds 17.45                  153,984         14.79         17.75         14.77           18.76 2%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.117                0.117                0.117                0.117 0%  $                           1.40 57.31  $              6.69  $               80.25 8.03%                         5.15                       4.69  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.23% -0.83% 8.02% 13.61% 21.63% 4.62% 10.29% 6.97% B A C C B B 82.7  $          350  $         1,104  $       1,454  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  15 DSL DoubleLine Fund Taxable Bonds World Bonds 19.97                  558,051         16.11         20.63         16.11           21.50 3%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.150                0.150                0.150                0.150 0%  $                           1.80 50.08  $              7.51  $               90.14 9.01%                         6.51                       5.59  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  0.60% -1.18% 9.01% 15.23% 24.25% 2.84% 12.48% 6.26% B B C A C B 80.4  $          396  $         1,231  $       1,627  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  16 MCR MFS Charter Taxable Bond High Yield Bonds 8.15                     79,642           6.99           8.17           6.99             8.75 0%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.058                0.057                0.059                0.063 -3%  $                           0.70 122.70  $              7.18  $               86.11 8.61%                         4.52                       3.41  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  1.14% -1.14% 8.22% 11.19% 19.41% 6.64% 7.21% 4.69% C A C C B B 78.5  $          329  $         1,070  $       1,398  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  17 ETJ EatonVnRskMngd Alternative Stocks 9.4                  231,189           7.76         10.06           7.76           10.07 7%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.076                0.076                0.076                0.076 0%  $                           0.91 106.38  $              8.09  $               97.02 9.70%                       10.81                       6.77  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  1.52% 0.85% 9.68% 15.76% 25.44% 7.48% 6.46% 4.16% B C C A C B 78.1  $          344  $            925  $       1,270  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  18 KIO KKR Income Taxable Bond High Yield Bonds 15.73                  133,335         13.28         17.02         13.28           18.62 8%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.125                0.125                0.125                0.125 0%  $                           1.50 63.57  $              7.95  $               95.36 9.54%                         6.02                       4.94  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  2.75% -0.69% 9.54% 10.39% 19.92% 4.00% 12.58% 6.54% B B C C C B 76.0  $          387  $         1,134  $       1,521  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  19 DHY Credit SuisseHY Taxable Bonds High Yield Bonds 2.47                  564,394           1.98           2.65           1.98             2.92 7%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.019                0.019                0.020                0.022 -9%  $                           0.23 404.86  $              7.69  $               92.31 9.23%                         8.37                       6.22  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  1.22% -1.57% 9.31% 13.82% 23.14% 3.79% 13.77% 5.89% C B C A C B 75.4  $          394  $         1,083  $       1,477  
   
  No. Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  20 BGB Blackstone GSO Taxable Bonds Bonds 14.67                  241,078         13.03         16.21         13.05           16.33 10%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.114                0.105                0.105                0.105 8%  $                           1.37 68.17  $              7.77  $               93.25 9.33%                         5.78                       3.96  
  Price Return for latest . . . 2019 Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  0.91% 0.14% 10.43% 8.91% 19.34% 1.64% 9.89% 3.88% A A F B B B 75.1  $          368  $         1,097  $       1,465  
                                                                                     
 
                                                                                     
  In addition, we have provided the extensive data for the Major Market Index ETFs for comparison to the Monthly Income Portfolio ETFs.  
                                                                                     
                                                                                     
  DJIA Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  DIA SPDR Dow Jones Equity Industrials 265.85               2,151,053      216.97      269.28      177.00        267.00 1%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.637                0.616                0.374                0.394 30%  $                           7.65 3.76  $              2.40  $               28.76 2.88%                       15.53                     12.87  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  4.85% 0.56% 2.12% 14.00% 16.12% 9.94% 16.21% 12.05% A D A A B F 77.5  $          102  $         1,528  $       1,630  
   
  NASDAQ Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  QQQ NASDAQ 100TRST Equity Info Technology 186.74            20,762,786      143.46      191.32      105.50        190.00 2%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.139                0.140                0.126                0.126 6%  $                           1.66 5.36  $              0.74  $                 8.90 0.89%                       21.18                     16.84  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  4.08% 0.84% 0.90% 21.06% 21.96% 3.24% 17.43% 14.87% A F A A C F 70.0  $            43  $         1,669  $       1,712  
   
  S&P 500 Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  SPY S&P 500 SPDR Equity Info Technology 293            57,467,676      233.76      296.92      207.00        296.00 1%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.192                0.159                0.138                0.131 27%  $                           6.93 3.41  $              0.66  $               23.64 2.36%                       15.20                     12.57  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  4.50% -0.05% 1.96% 17.24% 19.20% 9.40% 13.39% 10.79% A D A A C F 72.5  $            88  $         1,437  $       1,525  
   
  20 Year T-NOTE Symbol Name Classification Largest Category Recent Price Recent Volume Price  Range Current Price below 1 Yr High   
  1 Yr Low 1 Yr High 3 Yr Low 3 Yr High  
  TLT T-Bond iShr Leh 20 Fixed Income US Treasuries 132.81               7,779,075      111.90      133.51      111.90        143.00 1%  
  Monthly Distributions per Share Annual Distri- bution per Share Number of Shares bot with $1,000 Distributions per $1,000 Distribution Standard Deviation  
  Latest 6 Mos Ago 12 Mos Ago 2 Years Ago Latest vs 2 Yr Avr Monthly Annual Yield 1 Year 3 Year  
        0.270                0.263                0.281                0.263 1%  $                           3.23 7.53  $              2.03  $               24.35 2.44%                         8.78                     10.33  
  Price Return for latest . . . 2019  Returns Average  Annual  Returns Grade [ A to F ]  for Each Category Total Score out of 100 Today's Value of Investing $1,000 3 Years Ago….  
  Distrib. Return Price Return Total Return Distri-butions Standard Deviation Avr Anu Return Volume Liquidity Price Range Distribu- tion Yield Distributions Rcvd per $1,000 Current Value of $1,000 invested  Total Principal + Distributions  
  30 Days 90 Days 1 Year 3 Year 5 Year  
  -0.07% 0.19% 2.43% 9.30% 11.73% 10.93% 2.89% 5.54% A C C A B F 65.0  $            92  $         1,101  $       1,193  
                                                                                     
                                                                                     
  And finally, here is the "Notes" Section for the Headings used above.  
                                                                                     
                                                                                     
  Notes :  
                                                                                     
  1 This is the Name of the Security, it's Classification and the Largest Issues it invests in.      
  2 This is the recent Price and Volume of the Security.      
  3 This is the Securities' Lowest and Highest Price Range for the last 1 Year and 3 Years and how far the Recent Price is from the Highest Prices for the latest 1 Year.      
  4 This is the record of the MONTHLY Distributions this Security has paid out to investors for the latest Month, latest 6 Months, latest 12 Months and last 2 Years and the latest Month          
    vs the Average paid out over the last 2 Years.      
  5 This is the Securities' latest Distribution paid out for 12 months.      
  6 Here is the number of shares of this Security that can be purchased with $1,000 using the current Price. Next is the Amount of the Monthly and Annual Distribution for this number of shares.      
  7 This is the Yield of the Monthly Distribution using the recent Price.      
  8 Standard Deviation is a measure of how spread out numbers are. This number is how spread out the Price of this Security is over the latest 1 Year and 3 Years. The LOWER the Standard  
    Deviation, the narrower the spread between the High and Low Price of the Security over a particular time period. LOW Standard Deviations represent less volatile Security Prices.      
  9 This is the Price Rate of Return of this Security for the latest 30 and 90 Days.      
  10 This is the Rates of Return for the 2019 YTD Distribution, the Price Rate of Return and the combination of the two for YTD 2019.      
  11 This is the AVERAGE Annual Returns for this Security for the latest 1, 3 & 5 Years.      
  12 Using our own proprietary Grading System, here are the Grades from "A" to "F" for each Category for this Security.      
  13 Using our own proprietary Scoring System, here is the Score out of 100 for this Security.      
  14 Here we invested $1,000 on 1/1/16 in this Security and added up all the Distributions over the years . . .  next priced the Security at today's Price . . .  and then added them together.      
                                                                                     
                                                                                     
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