Key Details:
- Scheme: Dividend Delight StockBucket
- Subscription charges: ₹ 499/-
- Managed By: Elite Wealth Research
- Volatility: Med. Volatility
- Minimum Investment: ₹ 10,000/-
Hey there! Are you trying to find a strategy to make money passively and accumulate riches over time? Purchasing a portfolio of high dividend-paying equities is one choice to think about. Equity investments known as dividend stocks regularly distribute a portion of the company’s income to owners. You may build a portfolio that offers consistent income and the opportunity for growth over time by investing in a variety of dividend companies from various industries. The following are some advantages of buying high dividend-paying stocks:
- Stable income: The constant income that strong dividend-paying companies offer is one of their largest advantages. Dividend stocks regularly distribute a percentage of the company’s income to shareholders, which can offer a consistent stream of passive income that can assist you in reaching your financial objectives.
- Growth potential: In addition to offering consistent income, dividend stocks have the potential to increase in value. Many businesses that offer significant dividends have a track record of continuous development, which over time can result in financial gains. Thus, you might be able to gain from both a steady stream of income and the possibility that your investments would appreciate over time.
- Lower volatility: High dividend-paying stocks may be less volatile than other stock categories since they often represent more mature and financially secure businesses. Over time, this may assist to lower risk and offer more consistent returns. Additionally, because these businesses are frequently industry leaders, they may be better equipped to withstand economic downturns and other difficulties.
- Protection from Inflation: Another advantage of investing in high dividend-paying equities is the potential for dividend growth, which may help counteract the impacts of inflation and preserve the buying power of your investment. This can act as a buffer against price increases and assist guarantee that your investment maintains up with living expenses.
- Diversity: Investors can gain from diversity across various sectors and businesses by holding a portfolio of high dividend-paying equities. Over time, this may assist to lower risk and offer more consistent returns. For instance, a portfolio of high dividend-paying equities may contain businesses in the consumer goods, healthcare, technology, and energy sectors. Investors can lessen the influence of any one firm or industry on their whole portfolio by spreading their assets across other industries and sectors.
In conclusion, a portfolio of high dividend-paying companies may provide investors a variety of advantages, including dependable income, the chance for capital growth, decreased volatility, protection from inflation, and diversity. We have created a “Dividend Delight StockBucket” that provides excellent returns and long-term stability by carefully choosing a collection of high-quality, financially sound businesses with good foundations and long-term development prospects.
- Defining the universe: All publicly traded companies on the National Stock Exchange of India are included in the universe.
- Research: The Elite Wealth Research team does in-depth research, along with internal presentations, and decides the criteria to be used for constituent screening.
- Historical back-testing: Dividend Delight StockBucket by the Elite Wealth Research Team is checked for historical outperformance to ensure that only consistently outperforming strategies are selected.
- Stock Screening: The stock screening is done through the B.I.G.P.I.C. stock selection process which is as follows:
- Broader Markets: No stock decision is taken without domestic and Global economic considerations
- Industry Analysis: The focus is to follow a top-down approach to pick the Leaders from the outperforming Industries.
- Growth Trajectory: Elite’s radar stretches to only those companies that have shown quarterly growth (y-o-y) as well exponential Annual Growth in EPS.
- Promoter and Management: Study of the Promoters and the Board of Directors.
- Institutional Backing: More weightage is given to sectors targeted by MFs, AMCs, Banks, etc.
- Charts and Technicals: Entry into positions will be well-timed and technical indicators will be used to support our investment theory
- Weighting: The list of selected stocks is weighted such that the risk contribution of each stock in the StockBucket is equal. By focusing on risk instead of market cap or value, this weighting scheme provides better diversification and protection against market volatility
- Rebalance: This StockBucket is rebalanced as and when required.
- Stocks: 12
- Rebalance Frequency: As per the requirement
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