Archive for August, 2014

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

August 1, 2014

GROWING DIVIDEND ETFS OWNED PERSONALLY BY GREAT INVESTOR CHARLIE DREIFUS OF THE ROYCE FUNDS

SPDR S&P DIVIDEND ETF (SDY)
Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more
SDY Chart

SDY data by YCharts

Vanguard Dividend Appreciation index ETF (VIG)
Chooses U.S. firms that have raised dividends 10 consecutive years or more
VIG Chart

VIG data by YCharts

Watch the related WEALTHTRACK episode.

TRENNERT: THERE IS NO ALTERNATIVE

August 1, 2014

How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s WEALTHTRACK guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain. Continue Reading »

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