OZKAP - Favorite Mid-Yielders - January Dividend Income Report

2024-02-16 04:00:00 ET

Summary

• The mid-yielders must offer a decent dividend, but also a decent dividend triangle.
• The U.S. market is filled with great companies offering a decent yield and a good dividend triangle.
• Slowly but surely, the portfolio is taking shape with 10 companies spread across 7 sectors.

In September 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to invest 100% of this money in dividend growth stocks .

Each month, I publish my results on those investments. I don't do this to brag. I do this to show my readers that it is possible to build a lasting portfolio during all market conditions. Some months we might appear to underperform, but you must trust the process over the long term to evaluate our performance more accurately.

Recently, there were many DSR members who replied to my last newsletter about the "yield battle" between low yield high-growth companies with a yield under 2% but with a generous dividend growth, and high-yielding companies offering a yield above 5%. Some also inquired about what we should do with the medium yielders with dividend yields of 2-5%....

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