It is not clear that an individual investor would be able to exploit the advantage of equally
weighted high dividend stocks.
Not exact matches
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.
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 factors.
Equal
weighting rewards the best
stocks: the
high quality
dividend payers.
So trusts are correctly heavily
weighted with
high dividend paying
stocks.
The second was Equally
Weighted Dividend Slice D, which contains the one - third of the
stocks that pay the
highest dividends.
The graph and table below show the cumulative total return of eleven different value -
weighted sub-portfolios -
stocks that do not pay a
dividend, and then ten deciles ranking
dividend yield from lowest to
highest.
and as a result my portfolio became heavily
weighted towards a few
high yield
stocks, which has left me vulnerable to
dividend cuts.
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.
It contains 40 equally
weighted high quality North American (20 US & 20 Cdn)
dividend - paying
stocks broadly diversified by industry.
Notes: U.S.
stocks represented by Dow Jones U.S. Total
Stock Market Index through April 2005, MSCI US Broad Market Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets
stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index;
dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bon
dividend stocks by Dow Jones U.S. Select
Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bon
Dividend Index; commodities by S&P GSCI Commodity Index;
high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond In
high yield bonds by Bloomberg Barclays U.S. Corporate
High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond In
High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund -
weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond Index.