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Dividend Portfolios

Currently we offer two dividend portfolios each containing 30 equally weighted companies that approximate the GICS* sector allocation of their tracking index.

We use our proprietary algorithm that takes into account: prior recessions, length of dividend increases and industry sectors, among others, to build and monitor our dividend portfolios.

What is a Dividend?

The word "dividend" comes from the Latin word "dividendum" ("thing to be divided").  As companies make money, they may choose to pay out some of the earnings to the owners (shareholders) of the company in the form of a dividend, typically a quarterly cash payment per share.

Reasons for Dividend Investing

  • Annual increases in dividends can communicate strength in the underlying business
  • Dividends allow investors to receive cash flow from their investments without having to sell their shares
  • Treasury bond yields are at historic lows, increasing the appeal of dividend investing for income
  • Corporate managers can be "creative" when it comes to making profits look good on paper, but cash payments are much harder to manipulate
  • By reinvesting dividends in more shares, investors can get the benefits of compounding

Dividend Portfolios

Recommended minimum investment for dividend portfolios is $30,000

Large Cap Dividend

Rebalance: July

Tracking Index: S&P 500

Holdings As of May 1, 2020

Mid Cap Dividend

Rebalance: October

Tracking Index: S&P 400

Holdings As of May 1, 2020

*GICS (Global Industry Classification Standards) is an industry classification system developed in 1999 by MSCI and Standard & Poor’s. In total there are 11 sectors, 24 Industry groups, 69 Industries and 158 sub-industries.