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Growth & Income

About Our Models: Growth & Income

  • Description: This model is used to solve the growth needs of clients or to fight the erosion of purchasing power that results from inflation. A Growth & Income portfolio consists of 25-35 stocks that we believe show signs of future price appreciation, striking a balance between the income goals of the Equity Income model and the growth goals of the Growth model.
  • Primary Aim: As the name indicates, our Growth & Income model has two primary goals: increasing returns and increasing dividends within the portfolio.
  • Selection Process: CapWealth’s philosophy on the Growth & Income model’s selection is to weigh income-producitn securities as heavily as it does growth-oriented securities. All companies are hand-selected by top executives and the CapWealth Investment Committee.
  • Risks & Rewards: As with all securities, investing in the market means assuming some amount of risk. Because of this, we remain aware of a client’s risk tolerance and their financial needs when suggesting a specific asset allocation or model for a portfolio. We strive to place our clients’ portfolios in models that avoid unnecessary risks, yet remain highly competitive against benchmarks like the S&P 500.

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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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