Seeking out the best Dividend and Growth stocks in the world today, the Dividend and Growth Portfolio #1 typically contains 20 to 25 equity positions. In addition to paying a dividend, to be considered for the Dividend and Growth Portfolio #1, a company must display superior earnings growth, momentum, and valuation metrics.
As an actively managed portfolio, we maintain a short leash on stock positions included in this strategy. The investment thesis employed by our Dividend and Growth Portfolio #1 helps reduce downside risks associated with broad market pullbacks and sector volatility. Controlling maximum portfolio drawdown is accomplished by our ability to raise cash and employ inverse or sector ETFs within the strategy.
Our Dividend and Growth Portfolio #1 portfolio is best suited for Conservative Growth investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years. This portfolio will seek long-term capital gains treatment whenever possible.
The Dividend and Growth Portfolio #1 was started on January 1, 2009. Performance for this portfolio can be found in our weekly Best Stocks Now Newsletter.