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ETB: Tax-Efficient Dividends From The Best Companies In The World
Seeking Alpha· 2026-01-04 09:17
Core Insights - The article emphasizes the importance of a hybrid investment 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 [1]. Investment Strategy - The strategy focuses on high-quality dividend stocks and assets that provide long-term growth potential, which can significantly contribute to income generation [1]. - A balanced approach is suggested, where a solid base of dividend stocks is complemented by other investment vehicles to optimize returns [1]. Performance Comparison - The total return from this hybrid investment strategy is reported to be on par with the S&P index, indicating its effectiveness in achieving competitive performance [1].
Better Dividend ETF: Vanguard's VYM vs. iShares' HDV
Yahoo Finance· 2026-01-03 15:52
Core Viewpoint - The comparison between iShares Core High Dividend ETF (HDV) and Vanguard High Dividend Yield ETF (VYM) highlights their differing approaches to dividend investing, with HDV focusing on defensive sectors and higher yields, while VYM offers broader diversification and lower costs [5][6]. Group 1: Fund Characteristics - HDV consists of 74 stocks with a sector focus on consumer defensive (28%), energy (24%), and healthcare (17%), featuring major positions in Exxon Mobil Corp., Johnson & Johnson, and Chevron Corp. [1] - VYM tracks a high-dividend index with 589 holdings, emphasizing financial services (21%), technology (18%), and healthcare (13%), with significant investments in Broadcom, JPMorgan Chase, and Exxon Mobil Corp. [2] - HDV has a higher dividend yield compared to VYM, but its higher expense ratio may reduce net income for investors [3][7]. Group 2: Performance and Risk - HDV is characterized by lower volatility and a lower maximum drawdown, making it suitable for risk-averse investors [7]. - VYM's larger number of holdings provides greater diversification, which can mitigate risks associated with downturns in specific sectors [8]. - VYM has a larger asset under management (AUM) of $84.5 billion, enhancing its liquidity compared to HDV [8]. Group 3: Investor Preferences - VYM is recommended for investors prioritizing diversification, lower costs, and stronger total returns over high dividend yields [9]. - HDV is more appealing to those who prioritize receiving the highest dividend yield with reduced volatility [9].
Mastercard: 14.5% Dividend Raise Impressive, But Valuation Could Cap Future Returns
Seeking Alpha· 2026-01-03 12:00
Core Insights - Mastercard Incorporated (MA) and Visa Inc. (V) are recognized for their robust business models and high double-digit growth rates, which contribute to their premium trading status compared to the overall market [1]. Group 1 - The business models of Mastercard and Visa are characterized by high growth, which is a significant factor in their premium valuations [1]. - Both companies are positioned as leaders in the financial services sector, benefiting from increasing transaction volumes and digital payment trends [1]. Group 2 - The article emphasizes the importance of due diligence for investors, highlighting that the insights provided are for educational purposes and not financial advice [2][3].
Mastercard: 14.5% Dividend Raise Impressive, But Valuation Could Cap Future Returns (MA)
Seeking Alpha· 2026-01-03 12:00
When it comes to behemoths Mastercard Incorporated ( MA ) and Visa Inc. ( V ), their business models and high, double-digit growth are usually reasons they trade at a premium compared to the overallFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for ...
Buying This Healthcare Stock Could Make You a Millionaire Retiree
The Motley Fool· 2026-01-03 11:08
Company Overview - AbbVie is a pharmaceutical leader with a strong business model that generates consistent revenue and earnings through economic cycles, making it resilient even during recessions [4] - The company has a diversified portfolio across multiple therapeutic areas, including immunology, neuroscience, and oncology, with top-selling products like Skyrizi and Rinvoq [5] Financial Performance - AbbVie has a current market capitalization of $405 billion and a gross margin of 69.68% [10][7] - The company has a dividend yield of 2.86% and is recognized as a Dividend King, having increased its payouts for 54 consecutive years [8] Growth Potential - AbbVie has a robust pipeline and the capability to acquire smaller drugmakers or enter licensing agreements to enhance its product offerings [7] - The company is projected to deliver solid long-term returns, with an investment of $50,000 potentially growing to approximately $1,000,000 over 30 years at a compound annual growth rate (CAGR) of 10.5% [11] Market Position - AbbVie has successfully navigated the loss of patent exclusivity for its key product Humira in 2023, indicating strong underlying business fundamentals [5][7] - The company’s ability to maintain consistent performance through good and bad times positions it well for long-term success [7]
3 Best Dividend Aristocrats to Buy in 2026
Yahoo Finance· 2026-01-03 00:00
As we head into 2026, one thing remains: the market is sending mixed signals. Uncertainty continues, valuations are stretched, and investors are becoming more cautious about where they put their capital. During times like this, companies that pay a steady and increasing  income- at reasonable valuations, matter more than hype. That is exactly where a small group of overlooked dividend growers begins to stand out. Dividend Aristocrats are S&P 500 listed companies that have increased their dividends for at ...
5 Dividend ETF Winners of 2025 That Breezed Past the S&P 500
ZACKS· 2026-01-02 15:01
Key Takeaways International dividend ETFs outperformed as Europe & global income stocks rallied hard in 2025.FDD ( 56.1%) and IDV ( 44.2%) led gains, proving dividends can thrive even in volatile markets.High yields diversification made dividend ETFs a steady play amid AI valuation and rate worries.Wall Street finished 2025 on an upbeat note. The S&P 500 finished the year with 16.39% gains, marking its third successive year of double-digit gains. The Nasdaq Composite surged 20.36%, thanks to sustained enthu ...
2 Long-Term Winners I'm Looking To Buy In 2026
Seeking Alpha· 2026-01-01 12:15
Core Viewpoint - The article emphasizes the importance of the price at which quality companies are purchased, suggesting that this is a critical factor in successful investing [1]. Group 1 - The author identifies as a buy-and-hold investor focused on quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) [1]. - The goal is to help lower and middle-class workers build investment portfolios consisting of high-quality, dividend-paying companies [1]. - The author aims to provide a new perspective to assist investors in achieving financial independence [1].
Retire Without Worry: 3 Stocks for Steady Passive Income
The Smart Investor· 2025-12-31 23:30
For retirees, consistency of dividend payments is of utmost priority, especially given the rising cost of living and living longer. The most consistent dividend payors are the businesses with solid cash flows and a proven track record of paying stable dividends, regardless of market cycles.Today, we spotlight three such businesses for consideration. What Makes a Stock Retirement-Friendly?Taking a step back, we have to first consider what makes a stock retirement-friendly. First, the company should have a su ...