Our core custom conservative growth and income portfolios are complemented by a growth oriented, low volatility strategy called:
The Enriched Capital
Conservative Growth Strategy
Enriched by Canada’s Best Dividend Paying Stocks
by Margaret M. Samuel, MBA, LL.B., CFA, President and Portfolio Manager
The Enriched Capital Conservative Growth Strategy is available through Enriched Investing Incorporated. For further information about the Enriched Capital Conservative Growth Strategy and how some of your assets can benefit from the Enriched Capital Conservative Growth Strategy email or call Margaret Samuel at email@example.com or 416-203-3028.
The Enriched Capital Conservative Growth Strategy is a quantitative strategy that targets above average growth, attractive valuation (lower is better), low volatility, above average return on equity, low debt to equity, better ability to pay down debt, and above average annual dividend growth.
*to December 31, 2023
How did we achieve these returns?
We buy up to 15 Canadian companies targeting
• Above average growth
• Attractive valuation and risk
• High Return On Equity
• Low Debt to Equity and
• Better ability to pay down Debt
Rising profitability results in growth of free cash flow, and return on equity.
Dividend growth with low volatility has been shown to contribute more to returns than dividend yield alone.
There are a number of variables which determine the rank of each stock; in addition there are certain buy rules and sell rules. These guides help to systematically contain risk while consistently uncovering greater potential for growth. The strategy has been used successfully for several years and continues to evolve.