dividends

ETF Battles: DVY vs. DGRW, Who Wins?

This is an excerpt from ETF Battles on ETFguide TV between DVY vs. DGRW – two stock dividend ETFs.  Who wins the battle? More investors are getting their dividend income via exchange-traded funds (ETFs).  Yet, getting dividend cash flow is becoming ever more challenging as more publicly traded companies and real estate investment trusts (REITs) …

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Retirement Pro: Think Cash Flow, Not Rate of Return

This is an excerpt from the video titled Think Cash Flow, NOT Rate of Return with Lynn Dolan at ETFguide and Mark Mappa, CFP and Author of Cash Flow is King. Lynn: Cash flow is important for everyone. But it’s especially important for retirees as income from working turns off and income from retirement savings …

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Globe’s Dullest Sector is Effortlessly Beating the S&P 500

The ho-hum utilities sector is the antithesis of popular stocks like Netflix (NasdaqGS:NFLX) and Tesla (NasdaqGS:TSLA). It’s a hyper un-sexy industry sector that’s been long associated with widows and orphans, rather than hotshot entrepreneurs who like to build rocket ships in the office parking lot. And guess what? The widows and orphans are beating the hotshots! Moreover, the widows …

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Headache

(Podcast) Deconstructing the “Double Whammy” Effect on Gold Portfolios

How many people sold their stocks at the 2009 bottom, went to cash and then bought gold at its 2011 peak? In my latest Index Investing Show podcast episode, I explain how “double whammy” effect has damaged certain investment portfolios so severely, the losses could be catastrophic. The solution for investors sitting on big losses from precious metals (NYSEARCA:GLTR) is …

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Race Cars 2

Portfolio Report Card: A $496,000 Investment Plan with an Adventurous Flair

All investment portfolios are comparable to a novel, where each individual chooses their own personal genre and classification. If your investment portfolio was a novel, what genre would it be? Adventure? Comedy? Drama? Mystery? Horror? My latest Portfolio Report Card is for MD in Temecula, CA and he’s got an adventurous portfolio. He’s also 61-years …

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Industry Sectors

A Boring Sector with Spectacular Results

“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring,” observed George Soros. Which sector of the stock market fits that description? “Boring” is the one adjective that aptly describes the ho-hum utilities (NYSEARCA:XLU) sector. This particular segment of the stock market has been long associated with …

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Headache

3 Signs Your Mutual Fund is a Looming Tax Headache

Even if you don’t sell your mutual funds in 2014, you could still be on the hook for a hefty tax bill. The good news is you can limit the tax bite by paying attention to what’s going on with the funds you hold in your taxable investment account. Fund companies regularly distribute dividends (Nasdaq:VDIGX), bond …

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How to Improve Your Investment Performance by Playing Defense

“The best defense is a good offense.” That axiom has been applied in a broad array of fields including politics, sports, and the military. The 1985 Chicago Bears are still regarded as one of the NFL’s best defensive teams ever. Not only did they lead the league in defenses that score, but the Bears defensive …

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