JPM - 4 Strategic Picks For The Dividend Income Accelerator Portfolio
2024-06-28 04:29:02 ET
Summary
- The Dividend Income Accelerator Portfolio combines dividend income and dividend growth in addition to providing investors with a lowered risk level.
- I have added shares of Ares Capital, Alphabet, PepsiCo and JPMorgan, ensuring broader diversification and portfolio optimization in terms of risk-and-reward.
- After the companies’ incorporations, the portfolio’s Weighted Average Dividend Yield stands at 4.56% and its 5-Year Weighted Average Dividend Growth Rate at 7.28%.
Investment Thesis
At the end of August 2023, I started building The Dividend Income Accelerator Portfolio. The portfolio has the objective to not only provide investors with the generation of annually increasing dividend income, but also with a reduced risk level. This reduced risk level is a result of the portfolio’s broad sector diversification and the inclusion of financially healthy companies with strong competitive advantages and wide economic moats.
In today’s article, I will explain my reasons for adding shares of the following companies to the portfolio:
- Ares Capital (NASDAQ: ARCC )
- Alphabet (NASDAQ: GOOG ) (NASDAQ: GOOGL )
- PepsiCo (NASDAQ: PEP )
- JPMorgan (NYSE: JPM )