The desire to have income with growth potential is currently one of the strongest desires in the safer money area. There is a war on savers that is causing investors to flee the safety of CDs, Banks, and other lower risk investments. There is a trend during volatile times where a portfolio of quality, dividend-paying companies with strong dividend-growth potential outperform the S&P 500. The key is to find a portfolio with companies that are increasing their dividends and have strong track records. One portfolio that exists as of September 2015 (for the 12-month trailing) has 31 companies within the portfolio that have raised their dividends and of all of the companies it owns 83% have paid consecutive annual dividends for the past 20 years. Some of the companies currently in this portfolio include: McDonalds, Coca-Cola, HCP Inc., GlaxoSmithKline PLC, and AT&T.
If you would like to discuss this actively managed institutional portfolio or other more conservative investments, please feel free to set up a complementary appointment with Peter Blatt. (561) 625-0900 x 104 or Peter@BlattFG.com