⚡ Dividend Growth Portfolio
Over the next few months, we will be building out our real money dividend growth portfolio from scratch.
Here you will be able to find everything you need to know about our dividend growth portfolio, including:
The goal for our dividend growth portfolio
A spreadsheet that will track all of our positions
The investment case for each of our positions
And much more!
📊 The Goal
The goal of the Dividend Growth Portfolio is simple:
To achieve dividend income growth of 7–10%+ annually, while maintaining capital appreciation in line with or better than the S&P 500 over a full market cycle.
The good news?
Dividend growth stocks historically outperform.
It is important to make note that:
Long term: The goal of dividend growth is to maximize dividend income and returns over the long term, not short term
Not every year will outperform: Every investment strategy will go through periods of underperformance at some point. We fully expect this to be the case during certain periods with the Dividend Growth Portfolio
Quality: We prioritize companies with durable business models, strong balance sheets, and a proven record of dividend growth
Compounding: The true power of compounding reveals itself only over the long term, and our portfolio is structured with that horizon in mind
📝 Portfolio Tracker Sheet
In the spreadsheet below, you will be able to track in real time all of the positions of our dividend growth portfolio, as well as all relevant metrics.