OVERVIEW

DIVIDEND INCOME: Value style investment focusing on dividends, creating a cash flow centric portfolio.

The Proxy DIVIDEND INCOME portfolio is designed to be a cash flow driven portfolio, with a targeted yield of 2x that of the S&P 500 index. Dividends from equity investments have been a large component of total return over time.  The objective is twofold. Dividend Income, achieved from the cash flow paid out from the stock investments & Capital Appreciation, achieved by the increase in price of the stock holdings. Each of the portfolio’s holdings will have to pay a dividend.  The portfolio manager selects fundamentally solid business from the value school of investing.  This portfolio should be considered by investors with a high or moderate risk investment profile.

WHERE DO WE FIT?

Where is DIVIDEND INCOME a good fit?

The DIVIDEND INCOME is designed for investors who:

Investors looking to own a portfolio with stable and growing dividends

Clients looking to have an opportunity for upside appreciation while earning an attractive dividend yield

Value style investors looking to invest in companies that are cash flow and earnings positive.

PORTFOLIO

Asset Class Breakdown

1 %
cASH
1 %
us STOCK
1 %
NON US STOCK
1 %
BOND
1 %
OTHER

GETTING STARTED

Start the conversation

A portfolio managed by our DIVIDEND INCOME fund model may be an excellent addition to your overall investment strategy. Before investing, it is always a good idea to check with your financial advisor to be sure that every decision you make for your financial future is the best it can be.

Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.