Even if you have a $ 500,000 dividend
stock portfolio yielding 3 % that's only $ 15,000 a year.
Sam starts off saying, «Even if you have a $ 500,000 dividend
stock portfolio yielding 3 % that's only $ 15,000 a year.»
Not exact matches
Take a look at any retiree's
portfolio and you'll see the same thing: it's filled with high -
yielding dividend
stocks.
Shire (shpg) rose nearly 12 %, adding $ 100 million in value to Paulson's
portfolio, while Allergan
stock rose almost 9 %,
yielding the hedge fund another $ 68 million.
Traditional high -
yielding stocks may not play proper defense in equity
portfolios as interest rates rise.
Thirdly, I think a reasonably diversified
stock / bond
portfolio can also provide a solid ~ 2.5 - 3.5 % blended
yield quite easily, depending on asset mix and growth profile.
A 2.5 % — 3.5 % blend
yield on a diversified
stock / bond
portfolio is OK.
And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the
stocks in a
portfolio based on various factors, including low volatility and high dividend
yield, to further power potential returns, all for the same advisory fee that applies to all accounts.
For example, some investors may have taken on more risk in their
portfolios in recent years by moving into lower - quality bonds or dividend
stocks, in an attempt to generate additional
yield.
There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend
stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified
portfolio of companies that have raised their dividends at rates considerably above average and high dividend
yield, which focuses on
stocks that offer significantly above - average dividend
yields as measured by the dividend rate compared to the
stock market price.
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.
Historically, someone in my situation would have constructed a «balanced»
portfolio of fixed income investments and
stocks, with the fixed income portion likely making up at least half of the
portfolio and
yielding five percent or so.
November 2014 Quick Hits: November marked the beginning of me focusing on raising the overall
yield of my
portfolio to provide a larger base of slower growing, high
yielding stocks.
For
stocks, it's important to have
stocks in your
portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap
stocks; from companies in different countries and from companies that either have growth potential or good dividend
yields.
The methodology provides a well - screened group of
stocks that also delivers
yields greater than the market (S&P 500
yields ~ 2 % while the
stocks in our
portfolio have an average
yield of 6.5 %), safety in the sustainability of the
yield because of strong free cash flow, and the potential for capital gains as each
stock is currently undervalued.
Add in an impressive dividend
yield and these
stocks could be the difference between a
portfolio that outperforms and one that doesn't.
Summary Dividend
yielding stocks can make a meaningful contribution to a
portfolio in international markets as well as domestic.
(To learn more about what constitutes a properly diversified
stock portfolio, see Over-Diversification
Yields Diminishing Returns.
Eight new
stocks make our Safest Dividend
Yield Model
Portfolio this month.
Seven new
stocks make our Safest Dividend
Yield Model
Portfolio this month, which was made available to members on November 22, 2017.
Three new
stocks make our Safest Dividend
Yield Model
Portfolio this month.
Cisco Systems (CSCO) is the featured
stock in October's Safest Dividend
Yield Model
Portfolio.
As you can see in the chart below, one of the
portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred
stock, and emerging market debt — in order to seek
yield.
The energy industry is home to some great high -
yielding stocks, we discuss five companies who have been consistently returning value to shareholders that may make good picks for an income
portfolio.
Six new
stocks make our Safest Dividend
Yield Model
Portfolio this month, which was made available to members on September 22, 2017.
I'm looking to add back these great
stocks with great
yields back to my
portfolio once my investment property went through and I have some cash again.
15 new
stocks make our Safest Dividend
Yield Model
Portfolio this month.
Omnicom Group (OMC), a global advertising, marketing, and corporate communications services provider, is the featured
stock in February's Safest Dividend
Yields Model
Portfolio.
Three new
stocks make our Safest Dividend
Yield Model
Portfolio this month, which was made available to members on October 20, 2017.
Six new
stocks make our Safest Dividend
Yield Model
Portfolio this month.
National Presto Industries, a small appliance and defense products manufacturer, is the featured
stock in November's Safest Dividend
Yield Model
Portfolio.
This Model
Portfolio only includes
stocks that earn an Attractive or Very Attractive rating, have positive free cash flow and economic earnings, and offer a dividend
yield greater than 3 %.
Seven new
stocks make our Safest Dividend
Yield Model
Portfolio this month.
Hypothetical
portfolios include Ivy Portfolios, ETF Portfolios, High Yield Dividend Champions, Graham Value Stocks, Dual ETF Momentum Portfolios, and Permanent P
portfolios include Ivy
Portfolios, ETF Portfolios, High Yield Dividend Champions, Graham Value Stocks, Dual ETF Momentum Portfolios, and Permanent P
Portfolios, ETF
Portfolios, High Yield Dividend Champions, Graham Value Stocks, Dual ETF Momentum Portfolios, and Permanent P
Portfolios, High
Yield Dividend Champions, Graham Value
Stocks, Dual ETF Momentum
Portfolios, and Permanent P
Portfolios, and Permanent
PortfoliosPortfolios.
The potential for investors unloading high - dividend - paying
stocks through the Vanguard High Dividend
Yield ETF (VYM A-97), the Schwab US Dividend Equity ETF (SCHD A-92) and other high -
yielding ETFs leaves
portfolios more sensitive.
The High
Yield Dividend Champion Portfolio attempts to capture the best high yield, low payout stocks with a history of raising divid
Yield Dividend Champion
Portfolio attempts to capture the best high
yield, low payout stocks with a history of raising divid
yield, low payout
stocks with a history of raising dividends.
Eliminating the lowest
yielding stocks ensures only
stocks with a «high»
yield make the
portfolio.
Kimberly - Clark Corp (KMB), a global manufacturer of personal care products, is the featured
stock in April's Safest Dividend
Yields Model
Portfolio.
«The
stock portfolio is now priced at 13.7 times normalised earnings [versus 23.4 X for the S&P 500], giving us a 7.3 % earnings
yield, which becomes our new base case return expectation for a ten to fifteen year horizon.»
The High
Yield Dividend Newsletter
portfolio seeks to find some of the highest -
yielding stocks supported by strong credit profiles and solid business models, but not always robust traditional free cash flow.
If you need income from your
portfolio and want some of the favorable attributes that dividend
stocks have, then the Vanguard High Dividend
Yield ETF is a smart choice for you.
Six new
stocks make our Safest Dividend
Yield Model
Portfolio this month, which was made available to members on April 20, 2018.
With bonds
yielding roughly 2.5 %, a typical
stock - and - bond
portfolio would need
stocks to grow at 12.5 % annually in order to hit that overall 8.5 % target.
In 2016, we added two new Model
Portfolios, Exec Comp Aligned With ROIC and Safest Dividend
Yields, to go along with our longstanding Most Attractive & Most Dangerous
Stocks Model
Portfolio, which has a long history of outperformance.
Add in the 1.9 % dividend
yield and its clear why GNTX was added to this month's Most Attractive
Stocks Model
Portfolio.
«A conservative investment
portfolio comprised of 60 % fixed income, 35 % equity investment or
stocks, and 5 % in a high
yield savings account (cash equivalent).»
Stock and high -
yield bond
portfolios typically tumble.
Eight new
stocks make our Safest Dividend
Yield Model
Portfolio this month, which was made available to members on January 19, 2018.
I'll give you a scoop right away; the high dividend
yield portfolio even beat my «DSR four
stocks portfolio».