The Dynamic Dividend Model :
The Dynamic Dividend Strategy focuses on carefully selecting stocks from Mergent's Dividend Achiever List with the goal of producing
steady "total return" for investors. The strategy is intended to be a core holding for investors seeking conservative growth of capital
income from a portfolio of high quality, dividend-paying companies.
The Investment Process:
Identify Dividend Performers Universe.
The first part of this strategy starts by compiling the list of those companies that are included
on Mergent's Dividend Achievers List, a unique group of companies with ten or more years of dividend growth. Currently , this list is
composed of 303 companies headquarters in the U.S. and U.S. territories and representatives only 3% of U.S. listed, dividend paying
stocks.
Apply top down and bottom up analysis.
The second part of this strategy focuses on assessing the general market conditions, the attractiveness of various sectors, and the
individual analysis of those companies operating within a given sector. Stocks are compared to their peers, and also to market and
historic valuations. Each stock is evaluated on a risk/reward basis, with final selections being those deemed to offer the greatest
potential and the lowest risk.
Apply ongoing risk management.
The company believes in risk management not just return management. We believe that portfolios should be managed to protect the
investment from significant loss. Nothing that comes before or after really matters unless this is accomplished. To this end, our
company uses a disciplined strategy of risk management designed to allow the portfolio to work towards participating in rising markets.
Once a security has been selected for inclusion into the portfolio, it is constantly
monitored for changes in both the company's
fundamentals and the stock's technical strength. Stop loss orders are utilized to
minimize losses and to protect profits once gains
have been realized. Additional technical factors are also considered which may result in changes within the portfolio.
Why Investors should focus on Dividend Achievers.
-
New tax relief package provides significant incentives for companies to pay dividends.
- Reinvested dividends have generated almost half of the 10.4% compound annual return of stocks provided over the past 78
years according to Ibbotson Associates, Inc. in Chicago.
years according to Ibbotson Associates, Inc. in Chicago.
Past Performance is not a guarantee of future results.
Frequently Asked Questions
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Mark Minnella is a Registered Representative of and Securities are offered through WFG Investments, Inc,