Rising Dividend Portfolios

for Financial Advisors and their clients

 

Dearborn Partners offers separately managed accounts for financial advisors and their clients. Rising Dividend Portfolios are managed by Carol M. Lippman, CFA and Michael B. Andelman. Learn more by selecting a product.

First Quarter 2017 Commentary

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According to an article in the March 21, 2017 Wall Street Journal: The Standard & Poor’s 500 (“S&P 500”) dropped 1.2% to close at 2,344.02, the benchmark’s biggest slide of 20171. It was the first time the index fell more than 1% in a day since October 11, 2016, the longest such stretch since 1995. Our generally conservative, defensive rising dividend portfolios have tended to perform, or hold up, best in challenging markets. Since inception (September 30, 2011), on what we call “big down days,” when the market as measured by the S&P 500 dropped 1% or more, our two separately managed account portfolios outperformed the broad market about 90% of the time. We believe that full-time market participation and patience are still critical, and that getting paid potentially rising dividends helps investors get in and stay in the stock market.

Year End 2016 Commentary

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Highlights of the year included, but were not limited to: concerns about China, falling oil prices, lost faith in Global Central Banks, Great Britain leaving the EU, and U.S. election tumult. What if nervous investors panicked and sold the stocks or equities strategies in their portfolios because of any of these events? The answer is obvious: such nervous investors would have missed opportunities to enhance the value of their portfolios.

Third Quarter 2016 Commentary

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Post "Brexit" the S&P 500 entered a period of relatively low volatility through most of the third quarter. On only two of the 64 trading days did the S&P 500 fall more than 1%. Long-term interest rates began to rise as Federal Reserve members indicated that they were considering an interest rate hike in September.

Second Quarter 2016 Commentary

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Contrary to the polls leading up to the referendum, Britain voted to leave the European Union. Quality was a theme we discussed throughout the quarter, which provided a cushion to our portfolios when the S&P 500 declined nearly 7% in the two days following the vote.

First Quarter 2016 Commentary

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Global shocks spooked the markets to ring in the New Year. 2016 also welcomed the worst three-day opening since the recession in 2008. Investors worried about a slowdown in China and if Britain would leave the European Union, all while U.S. oil prices fell to nearly $26 a barrel.

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Richard R. Seitz

Managing Director
RSeitz@dearpart.com
612-850-9008

Patricia Moler

Sales Director, Southeast
PMoler@dearpart.com
727-822-8401

Brian A. Payne, CFP

Director
BPayne@dearpart.com
312-334-7120

Katie Wolford

Internal Wholesaler
KWolford@dearpart.com
312-795-5330