Among our four model portfolios, the High Quality Portfolio stands out for its selection of stocks that rank highest in our quality criteria of low debt, low beta, low payout ratio, high reliability, and an Altman-Z score in the healthy range.
This portfolio is skewed toward stocks of a defensive nature, such as consumer staples and other sectors that tend to preserve capital better than others. This is a portfolio for the risk averse. Tracking of the portfolio began on July 1, 2019.
(Sometimes the data doesn’t fully update (beyond our control.) To see the original Google Sheet, just click here.)
The stocks included meet our minimum requirements that help to reduce the downside and protect against lost of capital, such as keeping debt/equity and payout ratios low, beta low, and at least 5 years of continuously increasing dividends.
What are your thoughts?
Sharing your questions and comments is the best way to learn about dividend investing. The Dividend System™️ welcomes your respectful thoughts about the portfolio, critiques, comments, and alternative ideas.
These portfolios are samples, are not appropriate for all investors, and are presented for information purposes. Prior to making an investment, you need to do your own research, as you alone are responsible for your money, investment decisions, and the results therefrom.