Dividend Growth Portfolio

Focus on companies with long histories of growing dividend payments.

Allocation Breakdown

4 Assets

US Dividend Growth

High Dividend Yield

International Dividend

Dividend Bond ETF

Target Allocation

Asset Class	Weight	Example Ticker
US Dividend Growth	50%	VIG
High Dividend Yield	25%	VYM
International Dividend	15%	VIGI
Dividend Bond ETF	10%	BND

Risk Level

Low to Moderate

Rebalance Frequency

Quarterly

Advantages

Growing income stream
Quality companies with strong fundamentals
Lower volatility than growth stocks
Tax-efficient in many jurisdictions

Disadvantages

May underperform in growth-led bull markets
Sector concentration (financials, utilities, consumer staples)
Dividend cuts can happen during crises
Less suitable for investors in high tax brackets

About This Portfolio

The Dividend Growth Portfolio focuses on companies that consistently increase their dividends year over year. This strategy aims to build a growing income stream that outpaces inflation, while also benefiting from capital appreciation as quality companies grow.

Historical Context

Dividend growth investing gained popularity through the Dividend Aristocrats concept — S&P 500 companies that have increased dividends for 25+ consecutive years. Companies like Johnson & Johnson and Coca-Cola exemplify this approach.

Who It's For

Income-focused investors who want a growing passive income stream. Popular with retirees and those pursuing financial independence.

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