Three new stocks made January’s Dividend Growth Stocks Model Portfolio, which was made available to members on January 26, 2024.
Recap from December’s Picks
On a price return basis, our Dividend Growth Stocks Model Portfolio (-2.0%) underperformed the S&P 500 (+1.8%) by 3.8% from December 28, 2023 through January 24, 2024. On a total return basis, the Model Portfolio (-1.8%) underperformed the S&P 500 (+1.8%) by 3.6% over the same time. The best performing stock was up 6%. Overall, 6 out of 26 Dividend Growth stocks outperformed their respective benchmarks (S&P 500 and Russell 2000) from December 28, 2023 through January 24, 2024.
This report leverages our cutting-edge Robo-Analyst technology to deliver proven-superior[1] fundamental research and support more cost-effective fulfillment of the fiduciary duty of care.
This Model Portfolio mimics an “All Cap Blend” style with a focus on dividend growth. Selected stocks earn an Attractive or Very Attractive rating, generate positive free cash flow (FCF) and economic earnings, offer a current dividend yield >1%, and have a 5+ year track record of consecutive dividend growth. This Model Portfolio is designed for investors who favor long-term capital appreciation over current income, but still appreciate the power of growing dividends.
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