retirement dividend portfolio

Dividend Kings candicates

The Dividend Kings are the best in class with respect to dividend endurance. A Dividend King is a stocks with 50 or more consecutive years of dividend increases. The Dividend Kings list can be a good source for selecting dividend stocks. The dividend kings are also a subset of the dividend aristocrats. Interesting is to…

Analyst Ratings and Price Targets

Recession-Proof Dividend Aristocrats

Higher total returns with lower volatility are typical characteristics of the Dividend Aristocrats. The Dividend Aristocrats, have historically shown smaller draw-downs during recessions versus the S&P 500. For example in 2008 the Dividend Aristocrats Index declined 21.9%, compared to the S&P 500 declined by 37%. So outperforming the S&P 500 by 15 percentage points. Dividend…

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Rebalance S&P 500 will impact Apple and Google

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…