Dividend Income
Objective
Dividend Income is an actively managed, concentrated portfolio of U.S. stocks that seeks to provide long-term capital appreciation and consistently growing income by investing in high-quality large-cap companies. The strategy invests in dividend-paying equities trading at reasonable valuations, as well as stocks of companies that demonstrate an ability to grow earnings and dividends along with excess free cash flow.
The strategy generally holds between 30 and 40 stocks and is typically fully invested but can have up to 10% cash.
Sector Allocation
As Of 9/30/2023
Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.
For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.
