Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are non-dividend paying stocks outperforming dividend growers, and will it continue? Topics covered include: Show Notes The dividend puzzle by Fischer Black—The Journal of Portfolio Management Can Dividend Investing Rise From the Dead? by Jon Sindreu—The Wall Street Journal Einhorn Says Markets ‘Fundamentally Broken’ By Passive, … [Read more...]
285 Plus: Dividend Investing and BLS Employment Report Revisions
In Plus episode 285 for the week of February 1, 2020, we review factors to consider when building a dividend portfolio. We analyze whether high dividend-paying stocks or stocks with high dividend growth rates are more attractive currently. We also consider how a dividend ETF's structure can lead to some odd rebalancing behavior. Finally, we review the upcoming Bureau of Labor Statistics benchmark revisions that will show much lower job creation than previously reported in the past two years … [Read more...]
