Weekly Report: what happened at FDVV last week (0422-0426)?

Equity Income Investing Redux

High-yielding stocks are positioned to perform better over the next year. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March. Over the past 30 years, the highest quintile of high-yield stocks have outperformed.

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at FDVV last week (0415-0419)?

Weekly Report: what happened at FDVV last week (0408-0412)?

Beyond The Rally: Why SCHD Remains My Top Pick Over FDVV

The FDVV ETF tracks the Fidelity High Dividend Index and has recently outperformed similar dividend-focused funds. The fund's top 3 holdings are Apple, Microsoft, and NVIDIA. SCHD's unique investing methodology makes it an ideal choice for investors focused on dividend yield. FDVv's investment strategy is questionable for its lax methodology and lack of focus on true dividends.

FDVV: Lack Of Clear Focus Makes This A Subpar Choice

The Fidelity High Dividend ETF (FDVV) focuses on large and mid-cap companies with attractive and growing dividends. FDVV has performed well in the past and is a popular dividend growth-focused ETF. The fund has a high concentration risk due to its focus on the tech sector. Despite the attractive yield, the fund carries some exposure to NVIDIA Corporation.

Weekly Report: what happened at FDVV last week (0401-0405)?

DIVB: A Well-Diversified, Low-Cost Total Shareholder Yield ETF Worth Watching

IShares Core Dividend ETF (DIVB) ranks above average on dividend yield, growth, and consistency. DIVB is a well-diversified total shareholder yield ETF with a low expense ratio. A strategy change in December 2022 boosted its dividend yield to approximately 3%. The fund has a 22.25% three-year dividend growth rate. The fund's low P/E and low earnings growth rates are weaknesses.

Four Reasons To Consider Value Investing Now

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

Weekly Report: what happened at FDVV last week (0325-0329)?

FDVV: Good Dividend ETF, Sizable Tech Allocation, 3.3% Yield

FDVV is a dividend ETF focusing on U.S. Equities. The fund offers investors a 3.3% dividend yield. FDVV has a sizable tech allocation with a 24.1% weighting. It's an index fund, tracking the Fidelity High Dividend Index.

Weekly Report: what happened at FDVV last week (0318-0322)?

Fidelity High Dividend ETF declares quarterly distribution of $0.3720

Is Fidelity High Dividend ETF (FDVV) a Strong ETF Right Now?

SCHD: The Rebalance Is Complete

Weekly Report: what happened at FDVV last week (0311-0315)?

Beyond The Magnificent Seven: Looking For Opportunities In Value Stocks