VIG News and Press, Vanguard Div Appreciation From 01/10/23

Summary Dividend stocks are often categorized in superficial ways, primarily lumping together all higher yielding stocks as "high yield" and lower yielding stocks as "dividend growth." There are many nuances. Some low-yielding stocks don't show strong dividend growth, and some high-yiel...

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 RDVY is a dividend growth ETF with an equal-weight methodology. It is overweight in financials. Quality is good and dividend growth is excellent. Due to high volatility, the risk-adjusted return is below the S&P 500 and competitors. For further ...

Summary For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. By...

Summary Vanguard Dividend Appreciation ETF has beaten the S&P 500 over the past one and three years from a total return standpoint. It's more diversified than the S&P 500, carrying a basket of well-regarded and high dividend growers. I highlight other attributes that make VI...

Summary I explain why most of my recommendations are holds though my articles often give reasons not to buy the investment discussed. I then review the 13 buy or sell recommendations I issued and report on how well they fared. Even my two recommendations that resulted in losses turn...

Summary Vanguard Dividend Appreciation ETF gives an investor another tool to outperform broader markets. VIG creates passive income that increases over time. VIG slightly outperforms broader indexes during market downturns. VIG really isn't that much different than the broader i...

Summary DGRO's Index reconstituted effective December 16. This article summarizes these updates and provides a new set of fundamentals for this cost-effective dividend growth ETF. The big additions this year were Exxon and Chevron, now representing a combined 5.70% of the portfolio. Wit...

Summary Invesco High Yield Equity Dividend Achievers ETF provides exposure to the top 50 companies with the highest dividend yields that have grown their dividends annually for the past 10 years. The PEY ETF has done well in the past year on the back of several notable winners. Howe...

Summary Christmas is a time to spend time with loved ones and exchange gifts that can make a difference. Love is the most valuable gift of all because that's where most long-lasting happiness comes from. Five material gifts you can give can maximize the joy of your family and friend...