The Dividend Aristocrats are often named as the best-of-the-best in the category dividend growth stocks. The main criteria to be part of the Dividend Aristocrat list are: 25+ years of consecutive dividend increases Membership within the S&P 500 Certain minimum size and liquidity requirements It takes a strong, sustainable and competitive advantage business model for…
In November 2017, S&P Dow Jones Indices announced changes to the Global Industry Classification Standard (GICS) structure. These changes will be effective for the Indexes after the close of business on September 21, 2018 (the “Rebalance Date”). In particular, the current Telecommunication Services Sector will be broadened and renamed the Communication Services Sector. The Communication…
The Dividend Kings are the best in class with respect to dividend endurance. A Dividend King is a stock with 50 or more consecutive years of dividend increases. The Dividend Kings list can be a good source for selecting dividend stocks. Performance Dividend Kings The performance of 2018 Dividend Kings (portfolio 1 equal-weighted) can be…
Also in August the Defensive dividend aristocrats outperformed the NOBL- S&P 500 dividend aristocrats benchmark. Year-to-date the performance is +8.02% versus 5.04% for NOBL. See below the data per month. Year Month Defensive Aristocrats Return ProShares S&P 500 Dividend Aristocrats Return Defensive Aristocrats Balance ProShares S&P 500 Dividend Aristocrats Balance 2018 1 3.13% 3.59%…
Berkshire Hathaway buys a stake in India’s largest digital payments company One97 Communications Berkshire confirmed “the investment was made” in One97 Communications — the parent company of Paytm — and said Buffett was not personally involved in the deal and one of the first direct investments in India for Berkshire. The Economic Times reported earlier…
Here is an update of the changes made to Berkshire Hathaway’s 13F stock portfolio on a quarterly basis. The positions are current as of June 30, 2018 and based on the Berkshire-Hathaway SEC form 13F, filed Aug. 14, 2018. Increase of ~4% During Q2 2018, Berkshire Hathaway’s (BRK.A) stock portfolio value increased ~4% from $189B…
Dividend stocks are attractive for many investors searching for income. In the context of dividend investing, there are three key dates you need to know: Record date: This is the date on which you must be an official owner of a stock to receive the declared dividend payment. However, due to stock exchange rules, you must…
See below the latest on the Dividend Aristocrats stocks including loss ratio and the Geopak10. The table below is sorted by the loss ratio. The lower the value of the loss ratio the better.
See below the latest on the Defensive Dividend Aristocrats stocks
About The Defensive Dividend Aristocrats objective is to outperform the Dividend Aristocrats over any five-year rolling time horizon, especially in bear markets. The maximum draw-down (mdd) should be lower, so less volatility than the broader market. The main is to show that next to dividend growth, price-return and risk ratios are also important. The idea…