DIVIDEND GROWTH
INVESTMENT OBJECTIVE DESCRIPTION
Primary emphasis on generation of current income. Focus on high quality dividend-paying equities and fixed-income instruments. Moderate to high exposure to market risk and some exposure to interest rate risk. Exposure to foreign risk and/or currency risk possible.
INVESTOR PROFILE
This diversified portfolio is suitable for investors with a need for income from their investments who can tolerate moderate to high risk to the value of the underlying instruments in the portfolio.
INVESTMENT MINIMUM
- Premier Asset Managed Account: $250,000
MANAGEMENT STYLE
The portfolio invests primarily in investment instruments related to well-established, stable companies which have ample cash flow, and which have well-defined market niches.
We use fundamental analysis to select specific investments, and technical analysis to determine points of entry and exit.
The strategy is predominantly long-term, although we may employ put option strategies to offset market exposure.
While risk management is an important part of the investment strategy, the primary emphasis is on investment vehicles that provide current income/dividends and whose income/dividends may have the potential to increase over time. Thus, investors should be prepared to tolerate moderate to high risk to the value of the underlying instruments in the portfolio.
The portfolio will focus on high quality dividend-paying equities and fixed-income instruments (or fixed-income-like instruments such as preferred securities, convertible bonds, master limited partnerships), and other instruments; covered call writing may also be used as a strategy to generate income.
ASSET CLASSES
- Cash and cash equivalents
- Fixed-interest securities (primarily bonds, both foreign and domestic)
- Stocks (primarily large-cap, blue-chip, international companies with longstanding dividend payment and dividend increase policies)
- Preferred securities
- Convertible bonds
- Master limited partnerships
- Royalty trusts
- Utilities
- Natural resources
- Precious metals
- Industrial metals/infrastructure
- Options (covered calls to generate income, put options to mitigate downside risk)
Other investment products may be considered to be appropriate investment vehicles under specific situations.
Although portfolio holdings are generally long, occasional short index or ETF positions may be warranted by market conditions.
INCEPTION DATE
Management began in November 2011.
PORTFOLIO MANAGER
Jim Puplava and Chris Puplava have been managing the portfolio since its inception.
INVEST IN THIS PORTFOLIO
If you are interested in this portfolio, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.
