The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid
cap high dividend stocks within the US equity market.
The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small
cap high dividend stocks within the US equity market.
Not exact matches
iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX
Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX
Capped Energy Index Fund («XEG»), iShares S&P / TSX
Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX
Capped Information Technology Index Fund («XIT»), iShares S&P / TSX
Capped REIT Index Fund («XRE»), iShares S&P / TSX
Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select
Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S.
High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred
Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX
Capped Consumer Staples Index Fund («XST»), iShares
Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.
We've created a model portfolio that helps investors find
high quality
dividend stocks: 10 Large / Mid
Cap & 10 Small
Cap stocks that earn our Attractive or Very Attractive rating and offer
high quality
dividend yields.
10 Large / Mid
Cap & 10 Small
Cap stocks that earn our Attractive or Very Attractive rating and offer
high quality
dividend yields.
As a side note, you should beware of small
cap stocks that pay
high dividends.
The O'Shares FTSE Russell Small
Cap Quality Dividend ETF tracks an index of US small - cap stocks weighted for exposure to quality, low volatility, and high yield facto
Cap Quality
Dividend ETF tracks an index of US small -
cap stocks weighted for exposure to quality, low volatility, and high yield facto
cap stocks weighted for exposure to quality, low volatility, and
high yield factors.
While our emphasis on
higher - quality, large -
cap stocks with above - average
dividends was slightly out of step with a momentum - driven environment, we believe it is a prudent strategy from a longer - term standpoint.
... invests in 100 [U.S. listed]
stocks with market
caps greater than $ 200 million that rank among the
highest in (a) paying cash
dividends, (b) engaging in net share repurchases, and (c) paying down debt on their balance sheets.
Consistently with the
stock holdings of the analyzed portfolio, the reference portfolio comprised large -
cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JK
cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares
High Yield Equity
Dividend Achievers Portfolio (PEY), PowerShares
Dividend Achievers Portfolio (PFM), and iShares Morningstar Large -
Cap Value ETF (JK
Cap Value ETF (JKF).
For the equity component of the portfolio the fund, FCISX focuses on
stocks that maintain relatively
high dividends, which tend to be large -
cap blue - chip
stocks.
Boomer presents Three
Dividend Stocks On My Watch List posted at Boomer & Echo, saying, «Today there are just a few high yielding large cap stocks for the value investor to choose
Stocks On My Watch List posted at Boomer & Echo, saying, «Today there are just a few
high yielding large
cap stocks for the value investor to choose
stocks for the value investor to choose from.
John Authers concludes «buying into funds that keep costs low by following disciplined quantitative strategies to invest in value,
high dividend, or small -
cap stocks, or to harness the momentum effect, looks like a great idea».
We will invest in
stocks (large
cap, domestic, and
dividend - paying), preferred
stocks (super
high - quality, large
cap, domestic companies that may or may not pay a
dividend), and Exchange Traded Funds (or ETFs).
Our current allocation of 45 % -50 %
stock — only large -
cap U.S.
stock — is spread across ETFs holdings such as iShares MSCI USA Minimum Volatility ETF (NYSEARCA: USMV), iShares MSCI USA Quality Factor ETF (NYSEARCA: QUAL) and Vanguard
High Dividend Yield (NYSEARCA: VYM).
For instance, I'm looking at some of the things and what Mitch just mentioned so, you are dealing with a portfolio of
high yield corporate bonds, U.S. dollar emerging market bonds, intermediate corporate, small
cap, as you said, an all - world ex small
cap, developed market
stocks, emerging market
stocks,
high dividend yield
stocks, REITs, Vanguard's Total
Stock Market Index is in there as well.
SYLD invests in 100
stocks with market
caps greater than $ 200 million that rank among the
highest in paying
dividends, buying back shares, and paying down debt.
My justification is that my job provides a boring,
high - yield bond type investment and 90 % of my portfolio is spread among about 40 large -
cap dividend stocks (including MFC).
Lastly, within the U.S., be wary of
high dividend - yielding companies and small -
cap stocks, both of which are very expensive relative to historical levels.
The bluest of blue chips in the major developed markets are the obvious & only real target for them — familiar large
cap stocks which offer predictable (& increasing)
dividends, and / or predictable (&
higher than average) growth.
Some smart beta
dividend ETFs do diversify across the safety spectrum of small to large
cap stocks, with large
cap providing the
highest margin of safety.
1 Vanguard Consumer Discretionary ETF (VCR) 2 Vanguard Consumer Staples ETF (VDC) 3 Vanguard
Dividend Appreciation ETF (VIG) 4 Vanguard Emerging Markets
Stock ETF (VWO) 5 Vanguard Energy ETF (VDE) 6 Vanguard Europe Pacific ETF (VEA) 7 Vanguard European ETF (VGK) 8 Vanguard Extended Dur Trs Idx ETF (EDV) 9 Vanguard Extended Market Index ETF (VXF) 10 Vanguard Financials ETF (VFH) 11 Vanguard FTSE All - World ex-US ETF (VEU) 12 Vanguard FTSE All - Wld ex-US SmCp Idx ETF (VSS) 13 Vanguard Growth ETF (VUG) 14 Vanguard Health Care ETF (VHT) 15 Vanguard
High Dividend Yield Indx ETF (VYM) 16 Vanguard Industrials ETF (VIS) 17 Vanguard Information Technology ETF (VGT) 18 Vanguard Intermediate - Term Bond ETF (BIV) 19 Vanguard Interm - Tm Corp Bd Idx ETF (VCIT) 20 Vanguard Interm - Tm Govt Bd Idx ETF (VGIT) 21 Vanguard Large
Cap ETF (VV) 22 Vanguard Long - Term Bond Index ETF (BLV) 23 Vanguard Long - Term Corp Bond Idx ETF (VCLT) 24 Vanguard Long - Term Govt Bd Idx ETF (VGLT) 25 Vanguard Materials ETF (VAW) 26 Vanguard Mega
Cap 300 Index ETF (MGC) 27 Vanguard Mega
Cap 300 Gr Index ETF (MGK) 28 Vanguard Mega
Cap 300 Value Index ETF (MGV) 29 Vanguard Mid
Cap ETF (VO) 30 Vanguard Mid-
Cap Growth ETF (VOT) 31 Vanguard Mid-
Cap Value ETF (VOE) 32 Vanguard Mortgage - Backed Sec Idx ETF (VMBS) 33 Vanguard Pacific
Stock ETF (VPL) 34 Vanguard REIT Index ETF (VNQ) 35 Vanguard Short - Term Bond ETF (BSV) 36 Vanguard Short - Term Corp Bd Idx ETF (VCSH) 37 Vanguard Short - Term Govt Bd Idx ETF (VGSH) 38 Vanguard Small
Cap ETF (VB) 39 Vanguard Small
Cap Growth ETF (VBK) 40 Vanguard Small
Cap Value ETF (VBR) 41 Vanguard Telecom Services ETF (VOX) 42 Vanguard Total Bond Market ETF (BND) 43 Vanguard Total
Stock Market ETF (VTI) 44 Vanguard Total World
Stock Index ETF (VT).
The ETF tracks the FTSE
High Dividend Yield Index, which ranks dividend - paying stocks by yield, and invests in the largest half of stocks by mar
Dividend Yield Index, which ranks
dividend - paying stocks by yield, and invests in the largest half of stocks by mar
dividend - paying
stocks by yield, and invests in the largest half of
stocks by market
cap.
In general, although volatility can change on any asset (i.e., TLT is a good example), fixed income assets are less risky than
higher - yielding income; large
cap dividend stocks are not as risky / volatile as large
cap growth or small
caps, which are not as risky as foreign and emerging equity and so forth.
The most generic asset allocation strategies include large
cap and
higher dividend stock funds.
Prior to 10/17/2017, the SPDR Portfolio Total
Stock Market (SPTM) was known as the SPDR Russell 3000 ETF (THRK), the SPDR Portfolio Large
Cap ETF (SPLG) was known as the SPDR Russell 1000 ETF (ONEK), the SPDR Portfolio Mid
Cap ETF (SPMD) was known as the SPDR S&P 1000 ETF (SMD), the SPDR Portfolio Small
Cap ETF (SPSM) was known as the SPDR Russell 2000 ETF (TWOK), the SPDR Portfolio S&P 500 Growth ETF (SPYG) was known as the SPDR S&P 500 Growth ETF (SPYG), the SPDR Portfolio S&P 500 Value ETF (SPYV) was known as the SPDR S&P 500 Value ETF (SPYV), the SPDR Portfolio S&P 500
High Dividend ETF (SPYD) was known as the SPDR S&P 500
High Dividend ETF (SPYD), Prior to 12/07/2017, the SPDR Portfolio Developed World ex-US ETF (SPDW) was known as the SPDR Portfolio World ex-US ETF (SPDW), prior to 10/16/2017, it was known as the SPDR S&P World ex-US ETF (GWL), the SPDR Portfolio Emerging Markets ETF (SPEM) was known as the SPDR S&P Emerging Markets ETF (GMM), the SPDR Portfolio Aggregate Bond ETF (SPAB) was known as the SPDR Bloomberg Barclays Aggregate Bond ETF (BNDS), the SPDR Portfolio Short Term Corporate Bond ETF (SPSB) was known as the SPDR Bloomberg Barclays Short Term Corporate Bond ETF (SCPB), the SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) was known as the SPDR Bloomberg Barclays Intermediate Term Corporate Bond ETF (ITR), the SPDR Portfolio Long Term Corporate Bond ETF (SPLB) was known as the SPDR Bloomberg Barclays Long Term Corporate Bond ETF (LWC), the SPDR Portfolio Short Term Treasury ETF (SPTS) was known as the SPDR Bloomberg Barclays Short Term Treasury ETF (SST), and the SPDR Portfolio Long Term Treasury ETF (SPTL) was known as the SPDR Bloomberg Barclays Long Term Treasury ETF (TLO).
Specifically, SYLD invests in 100
stocks with market
caps greater than $ 200 million that rank among the
highest in (a) paying cash
dividends, (b) engaging in net share repurchases, and (c) paying down debt on their balance sheets.
However, if the aim is for regular income then perhaps the «core» strategies could include large -
cap high dividend yield
stocks, bonds (corporate and government), listed real estate investment trusts that pay good quarterly
dividends,
high yield ETFs or even unlisted commercial property.
The larger universe of
stocks and lower requirements provides a wider choice of still
high quality
dividend payers, particularly in the Mid-
Cap and Small
Cap areas.
A small -
cap stock will typically have a
high standard deviation compared to a stable blue chip
dividend stock.
While that's not a terrible expected return, it's also far lower than this
high - quality small
cap dividend growth
stock can return and has in the past, when purchased at more attractive valuations.