VIG News and Press, Vanguard Div Appreciation From 06/17/22

Vanguard Dividend Appreciation ETF doesn't seem like a good choice to beat inflation. Due to a significant concentration on financials, technology, and consumer discretionary stocks, its stock portfolio carries a high risk. In the current market environment, its competitors offer ...

44% of individual stocks suffer catastrophic declines which is why low cost-ETFs are such a prudent choice for many investors. However, there are thousands of ETFs to choose from, and even time-tested strategies, like blue-chip dividend growth ETFs are not a sure thing. Even ETFs ...

Market cap weighting, which is used by the high dividend ETF SCHD, makes for great performance when momentum is upwards, but drags it down when momentum turns down. We look at several actively traded Dividend-focused ETFs that use alternative weighting methods: equal weight and divide...

LVHD implements a dividend strategy intended to limit risks. More than 40% of asset value is in two sectors: utilities and consumer staples. Valuation ratios are cheaper than the S&P 500, quality is average. In 6 years of existence, it has underperformed SPY, SPHD, and VIG...

Polaris is one of the best performers in the past few decades, returning 18% per year since 1987. This has changed. Over the past 10 years, the stock has underperformed with a dividend yield somewhere between low yield and high yield. While the valuation is very low given high fre...

In 2015, in plain sight and on behalf of Seeking Alpha readers, I purchased (skimmed) 15 dividend achievers. The move was real and meaningful. It was and is the full amount of our U.S. stock portfolio. I have not sold out any of the holdings, even when stocks have been removed fro...

Dividend growth investing has shown resilience as the broader market is facing mounting selling pressures in 2022. A changing macroeconomic environment is likely to create a more friendly market towards dividend investing. DGRW charges a relatively high 0.28% expense ratio. ...

I've redesigned my monthly dividend ETF report to allow readers to download dozens of metrics for nearly 100 funds. You can quickly sort by key features like fees, AUM, dividend yield, dividend growth, volatility, turnover, returns, and risk-adjusted returns to find the best ETF for y...

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Being financially independent is a prerequisite for retirees, but can be a great stress reducer for younger folks who are several years away from retirement. We will go over our strategy as to how a diversified income portfolio with an in-built hedging mechanism with low volatility co...