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: What message do companies say when they initiate, grow, or cut their dividend What is dividend smoothing How have dividend payers performed relative to non-dividend payers Why have non-dividend payers, which are primarily … [Read more...]
436 Plus: Asset Camp and Plus Membership, Qualified Dividends, and Mutual Fund Share Classes
In Plus episode 436, we discuss why Asset Camp is separate from Plus membership even as charts and data from Asset Camp are used in materials on the Plus membership site, including the monthly investment conditions and strategy report. We also explore the difference between qualified and non-qualified dividends according to the U.S. tax code. Finally, we look at transferring to a separate share class for a given mutual fund. … [Read more...]