Broker Check

- ONEOK, Inc. (OKE) -

Jan. 21, 2026 - announced a 3.9% increase to its dividend

- Snap-On Incorporated (SNA) -

Nov. 6, 2025 - declared a 14% increase to its dividend

- Texas Instruments Inc. (TXN) -

Sept. 18, 2025 - announced a 4% increase to its dividend

- Johnson Controls International (JCI) -

Sept. 10, 2025 - announced an 8% increase to its dividend

- Verizon Communications Inc. (VZ) -

Sept. 5, 2025 - declared a 1.8% increase to its quarterly dividend

 - Mondelez International, Inc. (MDLZ) -

July 30, 2025 - announced a 6% increase in its quarterly dividend 

FOCUS DIVIDEND PORTFOLIO

View All Dividend Increase Announcements

The Focus Dividend Portfolio seeks to provide investors with exposure to a careful selection of dividend-paying equities. The primary goal of the actively managed global portfolio is to invest in companies that demonstrate a potential to consistently pay and increase their annual dividend. This strategy creates an opportunity for investors to earn a yield that is greater than the S&P 500 with the goal of increasing the investor's income at a rate higher than inflation. 

Stocks are distinguished by their above-average dividend yield and a proven track record of consistent dividend growth. The portfolio employs a strategic approach, acquiring stocks at a discount relative to their intrinsic value.  

The Focus Dividend Portfolio comprises equities across a spectrum of market capitalizations and the allocation of assets and sector weights adheres closely to the composition of the ACWI. Deviations between US and international exposure are limited to +/- 15%, while sector weighting fluctuations are constrained within +/- 10%.

*While a dividend increase is generally regarded as a characteristic of a strong company, an investor should not rely on dividend payments as the primary reason for investing in the stock of a company. Additionally, dividends are not guaranteed and may be reduced, suspended, or eliminated altogether. This should not be regarded as a recommendation to purchase any individual security highlighted above.