Dividend-paying stocks make up a solid portion of Uniting Wealth Partners' portfolio. Uniting Wealth Partners, LLC, disclosed a new stake in the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY +0.16%). It bought 200,141 shares, valued at $7.61 million at the end of Q3.What happenedUniting Wealth Partners opened a position in First Trust SMID Cap Rising Dividend Achievers ETF during the third quarter, according to a Nov. 7 Securities and Exchange Commission (SEC) filing. The fund reported ownership ...

Core Insights - The article emphasizes the importance of dividend-paying stocks and funds as a primary focus for investment strategies, highlighting their potential for long-term growth and income generation [1]. Group 1: Investment Strategy - The investment approach combines traditional blue-chip dividend stocks with alternative asset classes such as business development companies, REITs, and closed-end funds to enhance income while maintaining total returns comparable to traditional index funds [1]. - A hybrid system is created that balances growth and income, allowing for a total return that aligns with the performance of the S&P 500 [1]. Group 2: Analyst Background - The author has over 15 years of experience in investing and specializes in identifying high-quality dividend stocks and assets that provide significant long-term growth potential [1].

Group 1 - The article discusses various investment styles, emphasizing the importance of tailoring strategies to individual needs, including income-focused, growth-focused, and high-yield investors [1] - The author identifies as a buy-and-hold investor who prioritizes quality investments, particularly in blue-chip stocks, BDCs, and REITs, aiming to supplement retirement income through dividends in the next 5-7 years [2] - The goal is to assist lower and middle-class workers in building high-quality, dividend-paying investment portfolios to achieve financial independence [2] Group 2 - The article includes a disclosure indicating a beneficial long position in ADC shares, highlighting the author's personal investment opinions without external compensation [3] - It clarifies that past performance does not guarantee future results and that no specific investment recommendations are provided [4]

These companies pay high-yielding and steadily rising dividends.Investing in dividend stocks is a great way to generate passive income. Many companies pay lucrative and steadily rising dividends. That allows investors to collect a growing stream of passive income. Chevron (CVX +1.31%), NNN REIT (NNN +0.59%), and Verizon (VZ +0.51%) are three top dividend stocks. Here's why they're great ones to buy this December to get a head start on boosting your passive income in 2026. A well-oiled, dividend-paying machi ...

Core Viewpoint - NextEra Energy's stock experienced a significant surge of over 20% from mid-September to late October, outperforming the S&P 500 for the year, but questions remain about whether this rebound compensates for previous underperformance [1]. One Year Performance - Investors who purchased NextEra stock on December 1, 2024, faced an initial decline of nearly 10%, but the recent surge has resulted in a 7.8% return for the year, or 13.1% when including the company's dividend yield of approximately 2.1% [2]. Market Comparison - The S&P 500 has increased by 13.1% for the year without reinvested dividends, and 15% when including them, indicating that NextEra's performance, while improved, still lags behind the broader market [3]. Key Financial Metrics - NextEra Energy has a market capitalization of $176 billion, with a current stock price of $84.58, a gross margin of 36.09%, and a dividend yield of 2.68% [4]. Three and Five Year Performance - Over the past three years, NextEra's stock has underperformed the market, showing a slight loss of 0.8% without dividends, but an 11.2% return when dividends are included, compared to the S&P 500's 67.2% absolute return [5]. - In the five-year view, NextEra's stock has returned 33.2%, significantly trailing the S&P 500's 103.6% return, highlighting a gap of over 70 percentage points [5]. Historical Context - The last five years have been challenging for NextEra's shares, contrasting sharply with the previous five years (December 1, 2016, to December 1, 2020), during which NextEra achieved total stock returns of 237.6%, far exceeding the S&P 500's 94.6% [6]. Investment Strategy - NextEra Energy is characterized as a utility and dividend stock that typically rewards long-term investments more than short-term ones, suggesting a "slow and steady" approach to investment success [7].

Group 1 - The article discusses the perspective of a dividend-focused investor considering which stocks to include in a portfolio if starting fresh today, particularly for retirees [1] - The investor emphasizes a preference for quality over quantity in selecting dividend-paying companies, aiming to build a portfolio that can supplement retirement income within the next 5-7 years [2] - The investor's goal is to assist lower and middle-class workers in building high-quality, dividend-paying investment portfolios to achieve financial independence [2] Group 2 - The article includes a disclosure of a beneficial long position in specific stocks such as ADC, VICI, and VZ, indicating a personal investment interest [3] - It is noted that the article is not providing financial advice and encourages readers to conduct their own due diligence [2][4] - The article highlights that past performance is not indicative of future results, and no specific investment recommendations are made [4]

In this article, we discuss 10 high growth monthly dividend stocks to invest in now.Franklin Templeton, in its report dated March 7, mentioned that from 1960 to 2024, approximately 85% of the S&P 500’s total return was generated by reinvested dividends and long-term compounding gains. Amid the market turbulence, investors are shifting toward dividend stocks for stability. Although growth stocks remained in the spotlight for a long time, dividend investing is certainly making a comeback. Dividend ETFs listed ...

Group 1: Apple Inc. - Apple reported a record revenue of $102.5 billion for the fourth quarter, an 8% increase year-over-year, with an EPS of $1.85, up 13% year-over-year [1] - Services revenue reached $28.75 billion, marking an all-time high for the company [1] - The iPhone segment generated $49.03 billion in revenue, continuing to be a key growth driver [1] - Apple is experiencing supply constraints on several iPhone 17 models, indicating potential for another strong quarter [1] - The stock has gained 14.35% in 2025, trading at $278.85, close to its 52-week high of $280 [2] - Apple has a dividend yield of 0.37% and has increased dividends for 12 consecutive years, with an annual dividend of $1.04 per share [2] - The payout ratio stands at 13.65%, suggesting potential for higher dividends in the future [2] - Apple remains the largest holding in Berkshire Hathaway's portfolio at 22.69%, with strong product demand and impressive quarterly results [3] Group 2: American Express - American Express constitutes 18.84% of Berkshire Hathaway's portfolio and has shown strong revenue growth [6][3] - The company reported an 11% increase in revenue to $18.4 billion and a 16% increase in profits to $2.9 billion in the third quarter [8] - American Express has a dividend yield of 0.90%, paying an annual dividend of $3.28 per share, with a payout ratio of 21.21% [9] - The company has raised dividends for 4 consecutive years and has never cut its dividend [9] - American Express has a resilient customer base and is well-positioned to benefit from increased spending [10] Group 3: Bank of America - Bank of America makes up 10.96% of Berkshire Hathaway's portfolio, with a reported revenue of $28.1 billion, up 11% year-over-year [12][11] - The bank's net income reached $8.5 billion, and it added 212,000 net new consumer checking accounts [12] - Bank of America has a dividend yield of 2.09%, paying an annual dividend of $1.12 per share, with a payout ratio of 28.88% [13] - The bank has raised dividends for 11 years and is positioned to benefit from lower interest rates and growing consumer accounts [13][14]

A globally recognized investor, Warren Buffett is one of the greatest investors of all time. ...

Core Viewpoint - EPR Properties is considered one of the most underappreciated REITs in the market, with its weak performance during COVID-19 impacting investor sentiment [1]. Company Insights - The company has a strong focus on dividend investing, which is viewed as a key strategy for achieving financial freedom [1]. - EPR Properties has been evaluated through extensive financial modeling and due diligence, indicating a thorough assessment of its health and performance [1]. Investment Strategy - The article emphasizes the importance of dividend investing as a straightforward and accessible method for building long-term wealth [1]. - The author aims to share insights and experiences to help others navigate the world of dividend investing [1].