UMH - Understanding Preferred Stocks: A Primer

Co-produced with PendragonY, Treading Softly, and Beyond Saving for High Dividend Opportunities

Introduction

We are pleased to provide a basic report for our novice investors on preferred stocks and what they are about. As a reminder, we are currently recommending that our investors have a large allocation to preferred stocks, baby bonds and bonds. The recommended allocation is up to 35% of the overall portfolio. We hope that this report will help in order to understand and invest in our preferred stock portfolio. What's worth to note is that the higher allocation