Sustainable investing and environmental, social and governance (ESG) investment strategies are a hot topic on Wall Street. There’s a growing pile of evidence indicating that stocks of companies that meet the standards for ESG-factors are likely to outperform the market. Bank of America Merrill Lynch presented 10 reasons why one should care about ESG. Three…
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 for the defensive stocks. More background information can be found on the dedicated defensive aristocrats page. The idea behind the Defensive Dividend Aristocrats is to invest in…
The international dividend portfolio continues to reach new all-time-highs in euros and in US-dollars by end of October 2019. Total portfolio value in USD is 523,958 and 469,202 in euro. Performance Update European equities kept a positive momentum in October and ended in positive territory, despite concerns about slowing economic growth in the Eurozone and…
Public companies run by billionaires are better for investors. Shares in companies controlled by billionaires have significantly outperformed the global market average over the past 15 years. Those companies return almost twice the average market performance, according to the new UBS/PwC Billionaires Report 2019. The billionaire effect: driving outperformance According to the report, over the…
As mentioned in our newsletter, Dividend Aristocrat Walgreen Boots (WBA) is one of the laggards in 2019 and down almost 13% year-to-date. Last week, WBA already managed expectations by lowering growth earnings in fiscal 2020 because of the low reimbursement rates for prescription drugs, and competition from online retailers such as Amazon.com (AMZN). According to…
AbbVie (ABBV) raised its quarterly dividend by 10.3% to $1.18 a share from $1.07 a share. The new dividend will be payable Feb. 14 to shareholders of record on Jan. 15. At the current stock price of $ 81.75 (as of November 1, 2019), the (forward) dividend yield is 5.77%. This is a high yield,…
Sustainable investing and environmental, social and governance (ESG) investment strategies are a hot topic at the moment on Wall Street. The ESG ETF assets are already more than double in 2019 and another sign of the increasing popularity of ESG, is the launch of E-mini S&P 500 ESG Index futures, by the CME Group on…
The Dividend Aristocrats are companies of the S&P 500 that have paid steadily increasing dividends for at least 25 years have outperformed the broader market over time, like in 2018. This article lists the current Dividend Aristocrat constituents and their recent returns By showing the recent performance of the Dividend Aristocrats, some active dividend growth…
S&P Europe 350® Dividend Aristocrats® measure the performance of S&P Europe 350 constituents that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index benchmark is the S&P Europe 350 index Like the (US) Dividend Aristocrats “big brother”, the European Dividend Aristocrats also tend to outperform its…
U.S. equities continued their way up in October, helped by optimism around trade talks with China, a good earnings-season, and easing from the Fed. The S&P 500 gained 2.17% and year-to-date the S&P 500 is up around 23% and just below all-time high records. The Dogs of the Dow are only up 11.8% in 2019,…