Goal-Based Investing with DivGro

DivGro Logo

If you’re not approaching the investment process from a goals-based perspective it’s going to be very difficult to ensure long-term success in the markets. Without goals, how do you know if you’re successful? How do you hold yourself accountable?

Finbox.io recently began working with Ferdi Scheepers who takes goal-based investing seriously. His goals are clear and measurable. He sets specific stock selection criteria and then monitors performance quarterly. What's better, Ferdi allows anyone to follow his progress by continuously posting updates on his blog: DivGro.

DivGro Goal:

“The main goal of this portfolio is to generate a reliable and growing dividend income stream. I'm aiming to achieve and maintain a 12% yield on cost within 10 years of inception.”

DivGro Screen

More on the DivGro Strategy.

Comments