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Strategies & Market Trends : Dividend investing for retirement

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To: temco2 who wrote (34300)11/23/2024 10:51:18 AM
From: E_K_S2 Recommendations

Recommended By
Markbn
temco2

  Read Replies (1) of 34328
 
Always good to check what Vanguard offers as they are/have the lowest fees in the industry as well as the largest mutual fund holdings (in size).

I too hold most of my retirement and taxable accounts w/ Schwab. I do maintain about 35% of my retirement accounts at Vanguard mainly using 3 of their mutual funds. I also have a Vanguard brokerage account where I can hold individual securities.

I would say that Vanguard's managed mutual funds (Dividend Appreciation & Real Estate Index Fund ) have worked well for me. A balance of growth & dividend yield.

Vanguard Dividend Appreciation Fund (VDADX)
  • 5-Year Total Return: 12.5% annualized 2 3
    .
  • Current Annual Dividend Yield: 1.65% 3
    .
Vanguard Real Estate Index Fund (VGSLX)
  • 5-Year Total Return: 11.9% annualized 4
    .
  • Current Annual Dividend Yield: 3.14% 4
    .
These funds are designed for investors seeking income through dividends and exposure to real estate, respectively.
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