SDY News and Press, SPDR S&P Dividend From 11/25/20

In volatile markets, many investors like to seek haven in dividend stocks. While finding individual stocks can sometimes be tedious, ETFs can provide diversification. Here are three worth a look: SPDR S&P Dividend ETF (SDY), iShares iBoxx $ High Yield Corporate Bond (HYG) and the Global X...

The 4% withdrawal-rate rule was built on two erroneous assumptions. If you or your advisor still uses it, you're behind the times. Income from investments can vastly outperform this idea. For further details see: Forget The 4% Rule, 4.5% Rule, Or Any Rule Forcing You To ...

"Income in" is as important as "expenses out." You need to be aware of and combat lifestyle inflation. Living paycheck to paycheck happens at all levels of earned income. For further details see: Want Wealth? Stop Lifestyle Inflation

A cash balance has many uses in a portfolio. Cash is exposed to inflation risk far more than any other asset class. Short-term investment-grade bond funds provide a good cash equivalent with low exposure to credit and inflation risks. We will have a look in this report at the ...

The Altman Z-score is a bankruptcy risk metric. The Piotroski F-score is a quality metric. How to use them to cut the risk of picking bad stocks. For further details see: How To Pick Low-Risk Dividend Stocks

The payout ratio is one of the most used factors in dividend analysis. The Altman Z-score is a bankruptcy risk metric. I compare them in a dividend stock universe. For further details see: Picking Dividend Stocks: Payout Ratio Vs. Altman Z-Score

First, when looking for a dividend ETF, it is important to look for sector diversification as part of the holdings. In this case, DVY includes about a hundred stocks spanning across many industries. The ETF has underperformed when comparing the Total Return metric with a peer, but...

Retirement of a large portion of the population as we have come to know it is really a product of the industrial age. In some cases, people may spend almost as many years in retirement as they do working. There are at least four major phases of retirement with very different patte...

The payout ratio is one of the most used factors in dividend stock analysis. I compare it with the return on assets as a predictor of risks and returns in a dividend universe. The return on assets is a clear winner. For further details see: Dividend Safety: Watch The ROA...

SDY screens companies in the S&P 1500 index for 20 years of dividend growth, creating a more cap-diversified dividend aristocrat index. SDY presents a solid history of safety and performance. SDY's holdings avoid richly valued tech stocks and allow for buffer during this perio...