Regardless of whether restricted from holding concentrated equities that exceed 10 % or having the luxury of holding more cash in a market drop, a number of funds did benefit from those features. (canadiancapitalist.com)
As companies continue to hold more cash on their balance sheets and find fewer suitable growth projects, dividends could increasingly offer higher contributions to total return. (dividendladder.com)
The idea is to reduce uncertainty about future income and capital values, but without reducing returns, which is what would happen if you just held more cash. (ukvalueinvestor.com)