5%+ Dividend Yield Portfolio - 10% Returns For March/April 2016

Review and Outlook
Happy news on the personal front (delayed honeymoon taken, and started a new job) has prevented me from obsessing over my portfolio. With a 10.9% return for the last 2 months (versus the S&P's 7%), maybe I need to focus less! My portfolio's value tilt continues to reward. On top of my 5% dividend rate, I saw outperformance for both March (7.4%, versus 6.8% for S&P 500) and April (3.4%, versus 0.4% for S&P 500). Even my experiment with a robo advisor has finally turned an (admittedly small) profit.
No great prognostications from me this time, other than to continue to expect choppy waters, as The Donald (amongst a litany of other small, but annoying issues) will make stocks ebb and flow until the direction of the economy get sorted out. Until then, I wouldn't be too aggressive to put money to work unless it is in select stories with a value tilt. I promise to do better next month at having something more profound to say.
Background
Since I write for Seeking Alpha primarily to improve my own investment portfolio, I think it is important that you know my objectives. Please consider this context when you look at any advice I give and form your own opinions based on your needs and desires.
GOAL: Attractive, risk-adjusted, absolute returns (5-15% annually) over a long-term time frame, while minimizing capital loss and extreme drawdowns.
STRATEGY: "Enhanced" dividend growth, or DGI, strategy that focuses on a core... Read more