On Monday, the market fell for justifiable reasons -- namely the conflict between Russian and Ukraine. The lives and safety of those affected by the territorial standoff are the primary consideration. Still, as Fool contributor Chuck Saletta mentions in this brief video, a focus on fundamentals did provide some tangible rewards from rising dividends on the day, despite the market's justifiable worry.

Dividend data from the video

CompanyMarch 2013 DividendMarch 2012 DividendDividend Change (%)
Aflac (NYSE:AFL) $0.37 $0.35 5.7%
J. M. Smucker (NYSE:SJM) $0.58 $0.52 11.5%
Wells Fargo (NYSE:WFC) $0.30 $0.25 20%

Data from Yahoo! Finance, as of Mar 3, 2014.

The real-money Inflation-Protected Income Growth portfolio owns shares of Aflac, J. M. Smucker, and Wells Fargo because of their demonstrated track records of directly rewarding investors for the risks they take by investing. Their dividends provide a great reminder that the businesses behind those stocks can continue to thrive, no matter what the market happens to be doing to their shares.

To follow the iPIG portfolio as buy and sell decisions are made, watch Chuck's article feed by clicking here. To join The Motley Fool's free discussion board dedicated to the iPIG portfolio, simply click here.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.