$100,000 Minimum Investment

Model Investment Objective & Strategy

To pursue aggressive growth through high yielding dividend stocks which also maintain the possibility of capital appreciation. Companies selected for the maximum 30-stock equally-weighted portfolio will preferably maintain ample liquidity and sustainable earnings to help maintain and potentially grow dividend yield. Asset selection is based on a set of quantitative valuation metrics to screen for companies from the S&P500 which offer higher than average dividend yields.

QUANTITATIVE Asset selection uses a rules-based methodology for stock selection to mitigate non-research-based reaction to market influences.
FIXED CRITERIA Purchases are made using a multi-factor approach to stock metrics to help find and analyze dividend-paying securities.
ANNUAL REBALANCING Annual rebalancing ensures clients receive the full annualized dividend payouts while reducing the potential for short-term capital gains.
DAILY REVIEW Stocks are reviewed on a daily basis to ensure all holdings continue to meet analytic standards required by the portfolio model.
US-BASED EQUITY In contrast to CORE PORTFOLIO SERIES, the Dividend SELECT model limits its asset selection to only US-based holdings.
DIVIDEND REINVESTMENT While not required, dividend reinvestment is encouraged to enhance total return on the portfolio.


Dividend-based investing has long been a standard mechanism for generating portfolio performance. While there is no guarantee that dividend-paying stocks will outperform non-dividend payers, a careful selection of fiscally healthy dividend stocks may provide beneficial performance to an overall portfolio. Dividends can produce a significant portion of a portfolio's total return over time and we seek to invest in companies with a historical dividend rate and the potential for that rate to increase over time.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.  
Tags: trilogycapital


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