We’d argue 90% of 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.
For illustrative 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.
Recent Dividend Increase Announcements
05.03.22PepsiCo increases dividend by 7%
04.28.22Apple Increases Dividend by 5%
04.01.22PNC Bank Increases Dividend by 20%
03.09.22Qualcomm Increases Dividend by 10%
12.16.21Amgen (AMGN) Raises Dividend 10%
12.10.21Abbott (ABT) Raises Dividend 4.4%
12.10.21Pfizer (PFE) Raises Dividend 2.6%
12.09.21Waste Management Raises Dividend 13%
12.02.21Nucor (NUE) Raises Dividend 23%
11.30.21Merck (MRK) Raises Dividend 9.4%
Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A and 2B. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.