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A great dividend portfolio will be diversified across sectors/industries to help provide stability and consistency. Dividend growth stocks are inherently larger and less volatile, so the question becomes how many dividend growth stocks to hold? The answer is at least 10, and ideally 15 according to the venerable CFA institute. We're holding 30 DGO stocks because we'd like to ultimately build an ETF off our Quantigence strategy. To do so, we need a systematic method of trimming our positions to ensure a relatively equal weight across our dividend stock portfolio. After a thorough review of the academic research out there, we believe that a value-weighted dividend portfolio trimmed using a quarterly systematic method is the optimal configuration.

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