This article presents the current composition of The Dividend Income Accelerator Portfolio, designed to generate reliable dividend income and attractive long-term returns while maintaining a reduced risk profile. Built around financially healthy companies with strong balance sheets and sustainable dividends, the portfolio targets a blend of income and dividend growth.
The portfolio features a Weighted Average Dividend Yield [FWD] of 3.98% and a 5-Year Dividend Growth Rate [CAGR] of 7.82%, offering investors a compelling combination of income and capital appreciation potential. Recent additions—Canadian Natural Resources and NextEra Energy—have further enhanced sector diversification and income stability, reducing the previous overexposure to Financials.
With 21 of 35 positions exhibiting a 60M Beta Factor below 1, the portfolio is structured to minimize volatility. Its Weighted Average P/E [FWD] Ratio of 17.75 is below that of the S&P 500, suggesting lower downside risk and better valuation.
By combining dividend ETFs with carefully selected individual stocks like Apple, Pfizer, JPMorgan, and VICI Properties, the portfolio aims to optimize performance through global, sector, and asset class diversification. This strategy supports investors seeking strong risk-adjusted returns and steadily rising dividend income—even during volatile market conditions.
