Dividends and the capital growth that follows rising payouts higher are the primary drivers of long-term returns for Lifelong Income Portfolio holdings.
Each portfolio member also features additional potential upside catalysts that could drive performance on a near-term basis. This article is the first of two looking at these catalysts. Here, we focus on our Conservative holdings and their outlook for the rest of this year. In the next issue of Capitalist Times Premium, we’ll take a look at possible drivers for the Aggressive holdings.