A History of Growing Dividends

Dividend Strategy Scorecard 9.30.2024

Aligning Investor Goals With A Growing Income Approach

We believe many investors are seeking income and growth of income — now or at some point in the future. This tends to come organically through a planning process. The income generated from dividends and dividend growth can help directly align these income-based objectives. Therefore, we believe designing portfolios that match income objectives actually helps investors stay on track and avoid the potential pitfalls of market timing, chasing performance, improper benchmarking and other unproductive investor habits.

The Dividend Growth Rate Can Have A Significant Impact On Dividend Income Over Time

For illustrative and educational purposes only. Graph assumes a 20-year time horizon. Dividends are not guaranteed, and may be subject to change. The current yield may not be representative of the Berkshire Dividend Growth current yield. A current yield estimate can be provided by request. Investing based on dividends alone may not be favorable as it does not include all material risks. There is no guarantee any stated (or implied) portfolio or performance objective mentioned by Berkshire can be met. Fees are not included in the analysis and would lower values. Growth rates of dividends vary and illustration may not be indicative of future returns. The S&P Index Price Only tracks the 500 largest companies in the U.S. by market cap. It is a price index, not a total return index, meaning it does not factor in cash dividends paid to the shareholders of those companies. Investors cannot invest in an index directly, and the performance of an index does not represent any actual transactions. The S&P 500 Index Total Return is the investment return received each year, including dividends, when holding the S&P 500. The performance of an index does not include the deduction of various fees and expenses which would lower returns. Past performance is no guarantee of future results.