Investment Strategy - The investment strategy focuses on constructing portfolios aimed at generating additional income through dividends by selecting companies with significant competitive advantages and strong financials [1] - The strategy emphasizes a combination of high Dividend Yield and Dividend Growth companies to reduce dependence on broader stock market fluctuations [1] - Diversification across various sectors and industries is prioritized to minimize portfolio volatility and mitigate risk [1] - Companies with a low Beta Factor are suggested to further reduce the overall risk level of the investment portfolio [1] - The portfolio typically consists of a blend of ETFs and individual companies, emphasizing broad diversification and risk reduction [1] - The selection process prioritizes total return, encompassing both capital gains and dividends, rather than focusing solely on dividends [1] Portfolio Composition - The analyst holds beneficial long positions in shares of O, V, JNJ, GOOG, NKE, AAPL, BLK, PEP, MO, MSFT, SCHD, KO, MA through stock ownership, options, or other derivatives [2]
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