Rising Dividend Growth & Income

Objective

Polaris Wealth’s Rising Dividend Growth & Income strategy seeks to provide current income and long-term growth by purchasing dividend-paying common stocks and fixed income ETFs. The baseline allocation is 60% stocks and 40% bond ETFs. This is a tactical strategy that allows increased stock exposure to a maximum of 80% when Polaris Wealth’s research shows equity market strength and can significantly decrease stock exposure under 60% when Polaris Wealth’s research indicates market conditions are not favorable towards stocks. The strategy generally holds between 20 and 40 positions and is broadly diversified across market sectors with targeted individual stock weightings of 2-4%.

Allocation

Baseline Allocation

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.

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