1. Advocate for holding a few years' worth of cash equivalents to avoid dipping into stocks in retirement; 2. Present a diversified portfolio of 15 stocks and ETFs suitable for a $150,000 lump sum investment; 3. Focus on minimal monitoring and high likelihood of long-term growth with dividends as a bonus.

1. The article discusses selecting high-growth dividend stocks with a focus on rapidly increasing dividends rather than high current yields. 2. It outlines a step-by-step guide for structuring a portfolio based on high-growth dividend stocks. 3. The selection process involves a rigorous filtering system and subjective analysis to ensure a diversified and high-quality portfolio.

1. ClearBridge SMID Cap Growth Strategy underperformed its benchmark due to poor stock selection in industrials. 2. Positive contributions came from financials, consumer staples, and IT sectors. 3. The strategy is finding opportunities in oversold companies with strong fundamentals.