Dividends
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO
BUILDING INFLATION PRESSURES:
- Growing economy
- Higher interest rates
- Tight labor force
- Increasing debt
- Punitive trade policies
PURCHASING POWER PROTECTION
- Investments that keep up with inflation
- Companies with a history of rising dividends
- Dividend Aristocrats are S&P 500 companies with history or raising dividends for 25 consecutive years or more
INCREASING ANNUAL DIVIDENDS
- 25 YEARS OR MORE: PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL)
- 20 YEARS OR MORE:SPDR S&P Dividend ETF (SDY) (Chosen from S&P 1500)
OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS
OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS
- Offer a reliable income stream
- Companies tend to have sustainable competitive advantages
- Compelling total return
- Compounding potential
Mbningstar favorites:
- T.ROWE PRICE DIVIDEND GROWTH (PRDGX)
- HARTFORD DIVIDEND AND GROWTH FUND (IHGIX)
- VANGUARD DIVIDEND APPRECIATION (VDAIX) (VIG)
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
COMPOUNDING POWER
-
Companies with long history of paying and growing dividends
- S&P 500 companies that have increased annual dividends for at least 25 consecutive years
- Automatically reinvest dividends in new shares
“Dividend Aristocrats”
DRIPs: Dividend Reinvestment Plans
-
Popular dividend growing ETFs:
- SPDR S&P Dividend ETF (SDY)
- Vanguard Dividend Appreciation ETF (VIG)
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
INVEST IN DIVIDEND PAYING STOCKS
INVEST IN DIVIDEND PAYING STOCKS
DIVIDEND CONTRIBUTION TO TOTAL RETURN OF S&P 500
Percent of Total Return
- 77.4% in 1970s
- 27% in 2000s
MORNINGSTAR DIVIDEND FUND FAVORITE
Vanguard Dividend Appreciation ETF (VIG)
BIGGEST AND OLDEST UTILITY STOCK ETF
Utilities Select Sector SPDR ETF (XLU)
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