Long-term Dividend Growth

Portfolio Objective

The Long-term Dividend Growth portfolio’s objectives are to outperform the S&P 500 by at least 1% per year over any five-year rolling time horizon and generate annual dividend growth of at least 12% per year.

The portfolio is most appropriate for buy-and-hold investors seeking long-term income growth and capital appreciation.

Total return is expected to be composed of:

1.5% – 2.5% dividend yield
8% – 10% earnings growth

Investment Philosophy

We invest in high quality companies with enduring competitive advantages, long operating histories, shareholder-aligned management, and large markets that provide opportunity for long-term growth. These businesses maintain relatively low payout ratios, generate consistent free cash flow, and have healthy balance sheets, providing a sturdy foundation for consistent dividend increases.

When we make an investment, we take a patient, long term investment horizon and expect to hold the stock for at least five years, keeping portfolio turnover low. Generally speaking, we will only sell a stock if the safety of the dividend payment has come into question, the company’s long term earnings power appears to have become impaired, the stock’s valuation reaches seemingly excessive levels, or we find a more attractive idea.

Click on any ticker symbol below to learn more about the company, view 25+ years of dividend data, and quickly analyze 10+ years of key fundamental metrics. Each stock has been analyzed in-depth. Please review our dividend newsletter for the most recent trade alerts, stock analysis, and performance data.

Long-term Dividend Growth

Ticker	Company Name	Sector	Industry	Category	Size	Size_Details	Safety Score	Growth Score	Yield Score	Dividend Yield	Dividend_Growth_Streak	EPS_Payout	Five_year_EPS_Payout	FCF_Payout	Five_year_FCF_Payout	Ex_Dividend_Date	Pay_Date	One_year_dividend_growth	Three_year_dividend_growth	Five_year_dividend_growth	Ten_year_dividend_growth	Annual_Dividend	Dividend_Amount	Payment_Frequency	PE_Ratio	FCF_Yield	EV_Sales	EV_EBIT	PB_Ratio	Entry Date	Entry Price	SPY_Price	Stock Return	S&P 500 Return	Relative Return	Entry_Date_Two	Research
BA	Boeing Company (The)	Industrial Products	Aerospace & Defense	1.22	194355	Mega: > $100B	92	58	47	2.1	5+ Years	52.0	39	31	32	02/08/2018	03/02/2018	30	25	26	15	6.8	1.7	Quarterly	30.5	5.6	2.1	20.5	172.3	07/10/2015	$144.48	197.0	147.3	39.7	107.6	07/10/2015	9.29.2015
MMM	3M Company	Conglomerates	Diversified Operations	1.08	139520	Mega: > $100B	92	81	53	2.3	20+ Years	52.0	44	54	42	02/15/2018	03/12/2018	6	11	15	9	5.4	1.4	Quarterly	26.2	3.7	4.8	19.3	11.4	07/24/2015	$149.33	197.5	68.1	39.4	28.7	07/24/2015	1.9.2018
EMR	Emerson Electric Company	Industrial Products	Electrical Machinery	1.24	44908	Large: $10B to $100B	70	52	61	2.7	20+ Years	61.0	57	65	50	02/15/2018	03/09/2018	1	4	4	6	1.9	0.5	Quarterly	30.1	3.2	3.1	16.7	5.2	08/04/2015	$49.62	198.8	56.8	38.5	18.3	08/04/2015	1.20.2018
Join Now	Join Now	Business Services	Advertising & Marketing Services	1.22	17031	Large: $10B to $100B	92	69	69	3.2	5+ Years	44.0	38	42	26	03/08/2018	04/09/2018	5	6	13	15	2.4	0.6	Quarterly	14.8	7.1	1.3	9.9	5.6	06/24/2015	$70.94	199.9	12.6	37.7	-25.2	06/24/2015	Join Now
Join Now	Join Now	Real Estate	Other REIT	0.74	62720	Large: $10B to $100B	76	88	42	1.9	5+ Years	39.0	34	51	44	12/27/2017	01/16/2018	15	21	23		2.8	0.7	Quarterly	22.7	3.3	12.5	37.5	8.8	04/03/2017	$120.49	231.9	23.3	18.7	4.6	04/03/2017	Join Now
Join Now	Join Now	Auto, Tires, Trucks	Engines	1.16	26445	Large: $10B to $100B	98	92	60	2.7	10+ Years	42.0	29	42	40	02/22/2018	03/08/2018	5	14	19	26	4.3	1.1	Quarterly	16.2	6.3	1.4	11.7	3.1	07/09/2015	$127.77	194.6	36.0	41.5	-5.5	07/09/2015	Join Now
Join Now	Join Now	Utilities	Electric Power	0.1	23581	Large: $10B to $100B	94	7	75	3.8	20+ Years	69.0	62	-177	200	02/13/2018	03/15/2018	3	3	3	2	2.9	0.7	Quarterly	19.0		3.3	15.3	1.4	07/02/2015	$59.14	196.8	42.0	39.9	2.1	07/02/2015	Join Now
Join Now	Join Now	Finance	Major Regional Banks	0.97	278861	Mega: > $100B	64	21	61	2.8	5+ Years	40.0	29	34	39	02/01/2018	03/01/2018	2	5	15	3	1.6	0.4	Quarterly	14.6	7.9	1.4		1.4	02/29/2016	$46.92	185.9	27.9	48.1	-20.2	02/29/2016	Join Now
Join Now	Join Now	Business Services	Outsourcing	0.99	12566	Large: $10B to $100B	83	90	26	1.4	10+ Years	48.0	43	44	37	03/14/2018	04/03/2018	10	16	16	36	1.5	0.4	Quarterly	38.0	2.9	3.3	24.7	12.1	06/22/2015	$52.65	201.2	115.8	36.8	79.0	06/22/2015	Join Now
Join Now	Join Now	Consumer Staples	Tobacco	0.6	121287	Mega: > $100B	85	46	80	4.4	20+ Years	80.0	80	113	86	03/14/2018	04/10/2018	8	8	8	-2	2.8	0.7	Quarterly	8.0	3.5	5.2	14.1	10.0	07/15/2015	$51.23	200.0	36.6	37.7	-1.0	07/15/2015	Join Now