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Strategies & Market Trends : Young and Older Folk Portfolio
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ALinVA
chowder
Markbn
To: chowder who wrote (5795)6/30/2024 11:42:31 AM
From: eaglebear3 Recommendations  Read Replies (1) of 21904
 
I just read last night, the Morningstar Dividend Investor newsletter for July. It opens with a rebuttal or response to a Larry Sweedroe article Morningstar ran that discounts dividends (We've been down that road before). The author states that dividend companies have not outperformed in the last 10-15 years but over a 30 year span they do by a wide margin. Good read if you are DGI and have access to the article. I get it through the Central Rappahannock Library. I never really used any benchmarks and probably won't but it's hard not to be cognizant of TR a bit when it is talked about so much. Not complaining as I like to read all things investment, just sayin! With a very low beta portfolio I have a bit over 8% per year, for the last two years per Schwab and have virtually no tech. Since the market averages 10% that does not seem so bad, and the yield is about 2.5% higher. i will be investing in the future for a bit more growth but don't plan to go crazy.
BTW Chuck Carnavale posted an article about two years ago where he chose a portfolio based on value that beat the market the last time he reported. So, I guess in the right hands value can trump momentum?
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