Hello , welcome to the Core Model Portfolio Section.
This is where you will find our 12 portfolio models according to whether your are an American or Canadian, beginner or advanced, young or wealthy investor. If you can’t find the right asset allocation to follow among these models, hit the contact button and let us know!
The first step is to determine if you are looking for an American or Canadian portfolio. Please note that both portfolios include foreign stocks as we believe in diversification.
You can select your country here:
Determine Your Investment Profile
Once you have selected your country, you will be directed to another page with the choice between 3 different asset allocation models according to 3 different investor models. Each asset allocation has been thought through to maximize your investment return while focusing on your risk tolerance. Each portfolio has its own newsletter where you can subscribe and receive buy and sell signals when we make a modification in our portfolio. Here’s a description of the asset allocation offered within Dividend Stocks Rock:
This is the perfect portfolio to start your investing journey. We will replicate a new investment and virtually manage a portfolio under $10,000. This portfolio answers small investor concerns in terms of asset allocation, diversification and accumulation.
This is an entry-level size portfolio for conservative investors or retirees. The idea behind a conservative portfolio is to look for safer companies that will show great value and solid dividend payouts. We are looking for companies that will be less affected by recession and will continue to offer a constant stream of income.
This is a complete portfolio for conservative investors or retirees. Since the portfolio includes 20 stocks, the minimum investment suggested in our opinion is 100K. Therefore, you could easily use this portfolio if you have 300K or 500K to invest. The idea behind a conservative portfolio is to look for safer companies that will show great value and solid dividend payouts. We are looking for companies that will be less affected by recession and will continue to offer a constant stream of income.
This is an entry level size portfolio for investors looking for both dividend and growth stocks. We start with the idea that most profitable companies and best investments are made with dividend payers. We are also looking at companies that have found a balance between above average growth in the business model while paying healthy distributions. This is also how we combine high yield dividend stocks to increase the portfolio payouts.
The portfolio currently shows 20 positions in different sectors. Since the portfolio includes 20 stocks, the minimum investment suggested in our opinion is 100K. Therefore, you could easily use this portfolio if you have 300K or 500K to invest.
500K Dividend Portfolio
This is our biggest portfolio. It can be used for all portfolios over 500K. We decided not to create a growth or conservative but rather a complete 500K portfolio. In order to make sure we cover both growth and revenue part of a portfolio of that size, we added a few ETFs generating revenues. You can then increase the portion in ETFs if you wish a more conservative portfolio or simply ignore the last few lines and concentrate on the stocks if you seek more growth than revenues.
We tend to benefit from the timing of performing sectors to improve the overall portfolio return. Dividend growth portfolio series will include more regular updates as we want to make sure to pick all the best buying opportunities. The idea is to keep a core portfolio as a “buy & hold” strategy while benefitting from the dividend growth compounding effect while buying and selling stocks on a timely basis according to what is happening on the market.
If you have any questions regarding our portfolio, please contact us via this form.