Dividends

PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO

October 5, 2018

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)

Watch the related WEALTHTRACK episode.

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

May 18, 2018

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)

Watch the related WEALTHTRACK episode.

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

August 25, 2017

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

COMPOUNDING POWER

    Companies with long history of paying and growing dividends
    “Dividend Aristocrats”

  • S&P 500 companies that have increased annual dividends for at least 25 consecutive years
  • DRIPs: Dividend Reinvestment Plans

  • Automatically reinvest dividends in new shares
    Popular dividend growing ETFs:

  • SPDR S&P Dividend ETF (SDY)
  • Vanguard Dividend Appreciation ETF (VIG)

Watch the related WEALTHTRACK episode.

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

September 18, 2015

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

SPDR S&P DIVIDEND ETF (SDY)
SDY Chart

SDY data by YCharts

VANGUARD DIVIDEND APPRECIATION ETF (VIG)
VIG Chart

VIG data by YCharts

Watch the related WEALTHTRACK episode.

INVEST IN DIVIDEND PAYING STOCKS

October 10, 2014

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)
VIG Chart

VIG data by YCharts

BIGGEST AND OLDEST UTILITY STOCK ETF
Utilities Select Sector SPDR ETF (XLU)
XLU Chart

XLU data by YCharts

Watch the related WEALTHTRACK episode.

Back to Top