Large-cap, dividend paying, blue-chip companies with financial strength, high profitability, earnings predictability and low debt-to-equity ratios.
The Quality Growth Portfolio consists of 25-35 stocks selected through a rigorous quality screening process from among a universe of over 300 stocks. We choose companies for the portfolio based on superior financial strength, above-average and consistent earnings growth, regular and growing dividend payments and a strong competitive position.
High quality, established companies provide superior returns with less risk.
Dividend paying growth companies provide superior returns with less risk.
Stock prices follow earnings growth.
Appropriate diversification lowers risk.
|Average Market Cap ($Billion)||229.0||227.0|
|Return on Equity (Median)||24.5%||16.5%|
|Projected EPS Growth (5 Years)||10.0%||11.2%|
|Historical EPS Growth (5 Years)||10.2%||7.1%|
|Hist. Dividend Growth (5 Years)||11.9%||8.7%|
|Price to 2019 Earnings||20.1||17.6|
|Projected Growth Rate + Dividend Yield||12.0%||13.2%|
|Mastercard Incorporated Class A|
|Accenture Plc Class A|
|TJX Companies Inc.|
|JPMorgan Chase & Co.|
|UnitedHealth Group Incorporated|