HDV News and Press, iShares Core High Dividend From 01/09/23

Summary Avoiding growth last year paid enormous dividends, but I didn’t predict that growth stocks would fall in 2022, just that I couldn’t own them and fulfill our fiduciary duty. Near-term stock market performance is negatively correlated with economic growth. Commod...

Summary High dividend is the only equity factor with a positive total return over the past 12 months. High dividend is the only equity factor in a clear long-term uptrend. When the outlook for equity price appreciation is low, the importance of dividends is bigger than normal. O...

Summary This article summarizes the performance of the entire U.S. equity market by examining 1Y, 3Y, 5Y, and 10Y returns for 850+ ETFs across 40 categories. Major indices declined, but investing in Energy, High-Dividend, and Large-Cap Value ETFs softened the blow. Meanwhile, searching ...

Summary FDVV is a high-dividend ETF with a 3.44% trailing dividend yield. Its expense ratio is 0.29% and has $1.34 billion in assets under management. Fidelity's model is proprietary, but it appears to take a barbell approach by combining low-risk defensive stocks with high-growth mega ...

Summary SCHD has outperformed the market over the previous 5 years and offers a dividend yield that is double traditional index funds. SCHD doesn't sacrifice upside potential for dividend income, so this hybrid ETF should do well if the market turns in 2023. SCHD has grown its divid...

Summary 2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Growth had a nice spurt off the lows in June and October ’22 but the higher 10-year Treasury yield is acting like a wet blanket for growth stocks. I continue to think that no...

Summary SCHD is marketed as a dividend ETF, yet capital appreciation has been solid as well. The ETF offers extremely low expense ratio and solid dividend growth track record. The risk-adjusted returns of SCHD are far superior to similar instruments. The Schwab U.S. Divide...

Summary HDV offers diversified exposure to 75 dividend paying equities. The ETF is a passive investment tool with low turnover. ETFs like this one charge low fees, helping you to keep more of your money. Dividend paying stocks are less volatile investments to hold during bear ma...

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...