All Cap Rising Dividend SMA
High Quality Stocks with Rising Dividends
The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies that have a track record of increasing their dividends over time. This strategy seeks to invest in companies that have a history of stable and growing dividend payouts, indicating financial stability and potential for future growth.
The strategy is designed to provide investors with exposure to a diversified portfolio of 30 stocks, spanning different market capitalizations and sectors, to help reduce risk and enhance long-term returns.The strategy is always fully invested.
A quarterly rebalancing process is used to maintain a value bias, focus on quality companies, and preserve a rising dividend yield, ensuring that the portfolio is always optimized to generate growth and income.
The strategy is designed to generate a steadily increasing stream of income and potential capital appreciation over time by investing in financially stable companies that consistently grow their dividend payouts, thereby balancing both growth and income objectives.
By using multi-factor analysis and quarterly rebalancing, the strategy seeks to buy undervalued stocks while maintaining quality and taking into consideration fresh fundamentals, in an effort to generate long-term price appreciation.
The strategy uses quantitative analysis to identify undervalued dividend-paying stocks with strong fundamentals, including attractive sales dynamics, high free cash flow, and low P/E multiples.
This strategy is managed systematically by advanced technology, using a rules-based approach to stock selection and portfolio management, which removes emotion from investing decisions and ensures that choices are data-driven.
Ratings are as of 9/30/2023, based on risk-adjusted returns out of 332 Tactical Allocation Funds. Additional Disclosure