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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: Investor2 who wrote (32259)1/6/2020 11:21:13 PM
From: Steve Felix  Read Replies (1) | Respond to of 34328
 
Returns are after expenses. I wouldn't doubt UTG has higher turnover to go with the expense ratio, but getting
older, I am more about getting paid now, where others may differ. Over the last five years VPU has returned
17.4% of it's purchase price five years ago in dividends, UTG 31.2%. With the yield spread wider now than
five years ago, I'd expect the same going forward.

15% more price increase after 5 years, or 75% more dividends received.

Above my pay grade, but reinvesting at averages of 3.1% vs. 5.8% over five years, I'd think position size
would be a lot closer, but the UTG dividend payback would be even more impressive.