3 Comments
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Joel Sherwood's avatar

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

Boris S.'s avatar

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

TJ Terwilliger's avatar

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.