STEW: Tax-Efficient Dividends At An Attractive Valuation

Group 1 - The article presents total return funds as curated investment options, similar to chef-selected menu items at a restaurant, emphasizing their professional selection and crafting [1] - The author highlights a strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] - The approach aims to create a hybrid system that balances growth and income, allowing investors to capture significant returns while maintaining a solid income stream [1]