The Rising Dividend Portfolio is high quality dividend strategy for the conservative investors who seek above average current income with relatively modest market risk. In selecting candidates for this portfolio, we focus on well established companies which, in our opinion, have low business and financial risk, attractive dividends yields and some measure of capital appreciation potential. Such investments generally include Utilities, Energy, Consumer Goods, Real Estate Investment Trusts            (REITs) and Master Limited Partnerships (MLPs); but may also include shares of any company that fit our investment criteria.


We make changes to the Rising Dividend Growth Portfolio based primarily on fundamental changes in the underlying business, such as balance sheet deterioration, declining cash flows, rising dividend payout ratios, or other changes that could negatively impact the company’s ability to pay its dividend. We also take into consideration market activity and valuation. Removal from the list does not necessarily imply that investors should sell a stock.