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Chris Perras, CFA®, Chief Investment Officer of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.
Episodes
Friday Mar 10, 2023
Friday Mar 10, 2023
Clients and long-time followers of Oak Harvest audio and video investment content will know that in addition to more standard blue-chip growth stocks, our investment team likes to invest in a diversified group of dividend growth stocks. In doing so, many of the portfolios our team manages take on the characteristic of what many in the industry call a “barbell” approach. A group of growth stocks paying little to no dividends with certain characteristics on one side of the barbell or scale and a second group of more economically “stable,” slower-growing companies paying out some of their excess cash flow back to shareholders in the form of dividends.
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