Continued from previous....

So until I get burned, I will continue to use a few small caps to try to bump the overall return of my portfolio. 

Recently though, I have been buying large cap dividend increasers on weakness. 

My goal is to have a minimum of 5% annual dividend growth on dividend increases, so I can't stray too far from the basic DG theme.  The restaurant royalty trusts pay a high yield but the dividend growth is limited and I recognize this. 

This is also true of most REITs, but I just can't resist the high yields to bump the dividend yield of the portfolio.  I just have to limit my appetite. 

But I am also cognizant that our current government could suddenly make a regulatory change that could whack the telcos too, so there are risks with basic DG holdings too. 

Risk/reward. The bane of all investors.