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.
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