WealthBuilder Dividend Focus Portfolio
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WealthBuilder Dividend Focus Portfolio
The WealthBuilder Dividend Focus Portfolio is comprised of stocks that have met certain criteria and withstood scrutiny of the MRA Investment Committee (“IC”). Our convictions were strong as we sought stocks with attractive valuations, stable or rising dividend history, above average yield, a strong balance sheet and good cash flow. The IC monitors and rebalances/reallocates this portfolio on a quarterly basis or on an as needed basis based upon continued due diligence and near-term macro market outlook.