Strategy Dividend
Safer Growth
We limit the portfolio holding in this strategy to only US companies currently providing a current yield of 2% or more. Our portfolio team then uses the ValuEngine quantitative models to find dividend paying stocks with the possibility of the most growth. A minimum market cap requirement of 10 billion ensures large, easily traded stocks. The portfolio is rebalanced once per month and typically holds between 12 and 20 holdings. While focused on stocks, the portfolio does contain dividend oriented ETFs as well.
The information presented herein is only for informational purposes about ValuEngine Capital Management’s investment strategies and is not intended as a solicitation to invest.
Past performance is no indication or guarantee of future results.
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Please see disclosures for additional details.