Rick Fuerman, MBA, CRPS®’s Post

Using dividend-paying stocks as a core holding can lead to one significant challenge: performance discrepancies vs. major benchmarks. Here’s how to grow dividend payouts over time without significantly lagging the market.

Using dividend-paying stocks as a core holding can lead to one significant challenge: performance discrepancies vs. major benchmarks. Here’s how to grow dividend payouts over time without significantly lagging the market.

Using dividend-paying stocks as a core holding can lead to one significant challenge: performance discrepancies vs. major benchmarks. Here’s how to grow dividend payouts over time without significantly lagging the market.

Using dividend-paying stocks as a core holding can lead to one significant challenge: performance discrepancies vs. major benchmarks. Here’s how to grow dividend payouts over time without significantly lagging the market.

Join us as we unleash the three interesting areas through this webinar: 1. Fundamental of Dividend Index Points (DIPs) 2. Exploring the excitement around dividend initiation sparked by Meta’s historic dividend distribution and examining the potential if Google were to follow suit. 3. Analyzing the effects of ongoing M&A in S&P 500 on DIPs

Last Thursday, for only the 7th time since November 3, 2003, the Russell 2000 Index (a proxy for small US company shares) outperformed the Russell 1000 Index (a measure of shares of large US companies) by more than 3% in a single session. As the chart illustrates, large US firms delivered exceptional returns, on average, over horizons from (approximately) a week to a year later after prior setups. Thus, I continue to glean compelling evidence that stocks have plenty of room to run. (h/t to Ryan Detrick of Carson Group LLC.) [Notes: The Russell 1000 Index measures the performance of the large-cap segment of the US equity universe. It includes approximately 1,000 of the largest securities and represents about 93% of the total market value of publicly traded US stocks. The Russell 2000 Index includes approximately 2,000 of the smallest securities and measures the performance of the small-cap segment of the US equity universe. Index data from November 3, 2003 through July 15, 2024 from LSEG. Reported returns do not include dividends. P-values measure the confidence that differences between rolling average returns over the examination period are different than returns observed after significant, single-session small cap outperformance, per Welch's t-Test. P-values below 5% imply statistical significance at the 95% confidence level. Past performance is no guarantee of future results. It is not possible to invest directly in a market index.]

In July, small-cap stocks led the market for domestic U.S. stocks, followed by the Dow Jones Industrial Average. As opposed to the S&P 500 and the NASDAQ, the Dow Jones comprises 30 stocks that include some of the largest financial companies, giving the index more of a value-style tilt overall. The value investment factor outperformed growth substantially in July by 7.10%. Read our latest Market Highlights here: https://lnkd.in/gEbwJWw6 #PlainsCapital #MarketHighlights

Top Wall Street analysts are currently recommending dividend stocks as a means for investors to secure steady income amidst ongoing market volatility. This recommendation comes as many investors are seeking ways to navigate the uncertainty that has characterized recent market conditions. Analysts believe that dividend-paying stocks can provide a relatively stable source of income, which […]

𝐒&𝐏 𝟓𝟎𝟎 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐏𝐨𝐢𝐧𝐭𝐬 𝐈𝐧𝐝𝐞𝐱 (𝐒𝐏𝐗𝐃𝐈𝐕) → S&P 500 Dividend Index is the quarter to date sum of daily index dividends for the S&P 500. → After the close of each quarterly rebalance (3rd Friday of Mar, June, Sept & Dec) the index resets to zero & on the following Monday the index will be equal to the S&P 500 index dividend value on that day 𝐒&𝐏 𝟓𝟎𝟎 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐏𝐨𝐢𝐧𝐭𝐬 (𝐀𝐧𝐧𝐮𝐚𝐥) 𝐈𝐧𝐝𝐞𝐱 (𝐒𝐏𝐗𝐃𝐈𝐕𝐀𝐍) → The S&P 5008 Dividend Points Index (Annual) tracks the total dividends from the constituents of the S&P 500. → The index provides investors the opportunity to hedge or take a view on dividends for U.S. stocks, independent of price movement. → The index resets to zero on an annual basis (Calendar Year) #StockIndex #IndexInvesting #MarketIndex #StockMarket #IndexFunds #Investment #Finance #MarketTrends #StockTrading #FinancialMarkets

From Investment IQ. There are a few ways Morningstar looks at valuations to identify opportunities: Does the stock have a competitive advantage versus rivals? Does it know how to best manage its cashflows? How much is the share price likely to fluctuate around this valuation estimate? Using these metrics, Morningstar has identified six stocks that have an expected dividend yield of above 3%. 🔗 Read the full article on Investment IQ: https://incm.pub/4g2BY1V #investing #assetmanagement #wealthmanagement #finance