A portfolio that earns income and grows isn't a myth. Here's what it holds.

A few days ago, we said you don't have to choose between income and growth. Here's the proof: three stocks the Quant Growth & Income (QG&I) portfolio holds right now together average a 3.50% dividend yield, well above VYM's 2.23% and the S&P 500's 0.99%.*

PNC Financial (PNC) — Strong Buy, A grades in Dividend Safety and Consistency, 15 straight years of dividend growth. Forward yield: 3.18%.
Phillips 66 (PSX) — Strong Buy, A Dividend Safety, 13 straight years of dividend growth, strong cash flow. Forward yield: 2.46%.
RLJ Lodging Trust (RLJ) — Strong Buy, forward yield near 5.00%, conservative ~43% payout — room to keep paying if conditions tighten.

A single thread ties all three together: each had to pass a strict set of criteria, including a specific Dividend Safety Grade, which has a proven track record of filtering out stocks before they unexpectedly cut their dividends.

That's a rules-based portfolio of up to 30 stocks, benchmarked to beat VYM in total return. Since June 3, 2026, the portfolio has beaten the S&P 500 by 11.74%.**

This selloff won't be the last, and drops rarely give notice before the next leg down. The time to move is now — every week you wait, the portfolio runs without you.

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— The Seeking Alpha Quant Team

P.S. Three names is a snapshot. Subscribers see every holding, every weight, and every move the portfolio makes.

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*Holdings, Dividend Yield, Quant Ratings, and Dividend Safety Grades are as of August 3, 2026.

**Quant Growth & Income and S&P 500 (SPY) performance are as of August 3, 2026. Quant Growth & Income performance is calculated from June 3, 2026 to August 3, 2026.

Past performance is no guarantee of future results. Backtesting reflects historical relationships, not actual performance. QG&I is not an investment product run with real money and neither enables nor reflects actual trading activity. The above is offered for information purposes only. Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, U.S. investment adviser, or investment bank. See more.

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