3 Comments

Awesome concept and chart listing them all. And 67 - wow, that's a high number to me.

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Does your methodology have a minimum dividend yield for the business to be considered for the portfolio?

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There's no minimum dividend yield requirement. In fact, the third part of the watchlist is the Cannibal Companies, so those don't necessarily pay a dividend. They may return capital only through buybacks, so we'd consider a company like AutoZone or NVR for example.

There will be consideration of the starting yield vs the growth rate of the dividend - so if a company has a low starting yield, we'll want to see a higher dividend growth rate.

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