Low-MedAges 40–70
Dividend Aristocrats Portfolio
A portfolio focused on companies with 25 or more consecutive years of dividend growth
Expected Return
6-8% annually
Expected Dividend
3-4% annually
Rebalancing
Quarterly
Asset Allocation
NOBL (30%)
SCHD (25%)
VIG (25%)
VYM (20%)
Advantages
- ✓Consistent and growing dividend income
- ✓Exposure to high-quality, financially sound companies
- ✓Downside protection in bear markets
Risks
- !Limited growth potential compared to growth stocks
- !Sector concentration risk
Allocation by Investment Amount
If investing $1,000
NOBL$300
SCHD$250
VIG$250
VYM$200
If investing $5,000
NOBL$1500
SCHD$1250
VIG$1250
VYM$1000
If investing $10,000
NOBL$3000
SCHD$2500
VIG$2500
VYM$2000