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StrategiesIntermediate

Building a Dividend Growth Portfolio

Overview

A systematic approach to building a portfolio that generates growing passive income year after year. Learn the selection criteria, allocation, and maintenance process. Start your candidate search in the stock screener and model long-term projections with our portfolio calculator. For allocation ideas that balance yield and growth, compare ETFs vs index funds and explore broader investment strategies.

Key Takeaways

  • Target 25-40 holdings across 8-10 sectors for proper diversification.
  • Core criteria: 5+ years of dividend growth, payout ratio < 70%, reasonable valuation.
  • Start with Dividend Kings (50+ years) and Aristocrats (25+ years) for the core.
  • Add mid-cap dividend growers for higher growth potential in the satellite allocation.

Practical Tips

  • Equal-weight your initial positions rather than concentrating in your best ideas.
  • Reinvest dividends from your highest-yield holdings into your highest-growth holdings.
  • Review every holding semi-annually: check payout ratio trends, earnings growth, and debt levels.