Moderate Growth with Rising Dividends Portfolio:

The goal of this portfolio is to accomplish both, long term capital appreciation as well as a respectable dividend yield on the portfolio. We aim to accomplish this by identifying companies that are doing both: consistently increasing their earnings as well as increasing their dividends.   We have outlined here some of the key guidelines for this portfolio. 

• Companies with a record of consistently increasing earnings over time.

• Companies paying dividends as well as a record of consistently increasing dividends over time.

• Thus, select companies with a history of increasing both earnings as well as dividends & potential for continuing to increase both earnings & dividends in the future.

• Typically, the portfolio contains established, mid to larger size companies.

• The price entry point for a stock in the portfolio will be such that it will be considered undervalued based on its own historical earnings growth and valuation profile. 

• Diversification achieved by purchasing a given stock at about 2.5% of the total portfolio value.

• The portfolio average earnings growth is expected to be competitive in relation to the average earnings growth of the SP500 Index.

• The portfolio average dividend yield as well as average dividend growth is expected to be competitive in relation to the SP500 Index.