ARLP - Don't Buy AI Stocks Buy The Best Dividend Total Return Stocks
2024-08-01 03:29:08 ET
Summary
- I have a diversified portfolio of stocks, funds, and bonds. My stocks are primarily dividend paying value stocks.
- One can find dividend stocks with superior estimated total returns by comparing their return drivers – earnings growth, dividend yield and valuation - to historic trends.
- This article compares the earnings growth, dividend yield, current valuation, and estimated future return of 53 stocks.
- The best high dividend, deep value stocks with estimated returns higher than the S&P 500 are summarized.
Background
I am a retired engineer. I have a diversified portfolio composed of 49% equity funds, 30% individual stocks, 10% high yield bonds, 5% government bonds, 5% bond funds, and about 1% cash plus cryptocurrency. I invest in bonds and dividend stocks to provide the cash flow required to fund my retirement. That said, I am not just interested in yield. Total return is just as, if not more, important than yield. I wrote three articles this year on how to find investments with superior total returns. The approach I use to select equity funds can be found here. Equity Fund Selection Approach .
The approach I use to select high yield bonds can be found here. High Yield Bond Selection Approach ....
Don't Buy AI Stocks, Buy The Best Dividend Total Return Stocks