Dividend Growth Stock Portfolio

Mission Statement

Our investment strategy is focused on dividend growth, identifying stocks that not only

pay reliable quarterly dividends but also have a history of increasing payouts over time. We

specifically seek companies across multiple sectors to ensure diversification and minimize

exposure to any one industry. Each stock is selected to provide a robust dividend yield of

4% or higher annually.

A key component of our approach is the careful timing of dividend payouts. By staggering

the payout schedules, we create a portfolio that delivers dividend income nearly every

week of the year. This strategy is designed for early career professionals who aim to build

wealth steadily over time. During the accumulation phase, portfolio holders will participate

in a dividend reinvestment program (DRIP) to compound their returns. Upon retirement,

the portfolio transitions to providing regular, predictable income—essentially a ‘weekly

paycheck’—to support their lifestyle.

To ensure the portfolio remains strong and balanced, we conduct annual reviews to assess

the performance, dividend consistency, and sector strength of each stock. Based on key

metrics and market conditions, we make adjustments as needed, adding or replacing stocks

to maintain a well-diversified portfolio that continues to deliver reliable income.

Our goal is to empower individuals with a reliable, income-generating investment plan that

grows with them from the start of their careers through retirement.