XOM - HDV: The Latest Acquisition For The Dividend Income Accelerator Portfolio Is Another Important Strategic Buy

2024-01-30 18:00:00 ET

Summary

• Due to its combination of dividend income and dividend growth, in addition to its reduced risk level, HDV aligns with the investment approach of The Dividend Income Accelerator Portfolio.
• The reduced risk level of HDV is underscored by its Standard Deviation of 11.52, which is significantly below the Median of all ETFs (16.17).
• Through the incorporation of HDV, the proportion of the financial sector compared to the overall portfolio has decreased from 30.56% to 27.77%, indicating a reduced sector-specific concentration risk.
• This latest acquisition for The Dividend Income Accelerator Portfolio ensures a broader portfolio diversification and a reduced overall risk level.

Investment Thesis

I firmly believe that the incorporation of HDV (NYSEARCA: HDV ) into The Dividend Income Accelerator Portfolio is an important strategic move that strongly aligns with the portfolio’s investment philosophy.

This is not only due to HDV’s combination of dividend income and dividend growth, but also thanks to its lower risk-profile and competitive Expense Ratio.

HDV offers a compelling Dividend Yield [TTM] of 3.80%, coupled by a 5 Year Dividend Growth Rate [CAGR] of 4.70%, indicating a blend of dividend income and dividend growth....

For further details see: