The Dividend Mailbox

More on dividend growth investing -> Join our market newsletter! Most of the time, using the screening criteria that are characteristic of good dividend growth companies weeds out the bad apples. When you buy companies that have low debt, attractive yield, high return on invested capital, etc., it can feel like you’ll be cashing those dividends forever. However, companies inevitably run into challenges, and you might get a surprise. If you invest long enough, you’ll eventually find yourself...

More on dividend growth investing -> Join our market newsletter! When the goal is to compound wealth for decades, there is a significant difference between dividend growth and sustainable dividend growth. While the difference is obvious enough, they are two distinctly different investments and should be treated as such. Although we believe that sustainable dividend growth is ultimately what builds wealth over time, that doesn't mean that other investment ideas should be ignored altogether....

More on dividend growth investing -> Join our market newsletter! Heading into 2023, it seems as though the word recession is on the tip of everyone's tongue. At first thought, a recession might make you grimace, but what do they actually mean in real terms for an investor? Truth be told, you never know you're in a recession until after the fact, but it is essential to understand how they affect the economy. If you're a long-time investor, 2008 and 2001 were painful examples of just how fast...

More on dividend growth investing -> Join our market newsletter! If you spend much time managing your own money or researching companies, odds are you have been exposed to high-yielding opportunities. From stocks to bonds to real estate, there are plenty of investments out there that present themselves as quality investments while simultaneously generating large income streams. 7%+ yields seem hard to beat, but there is usually a reason why the yield is so high. In a way, the market is...

More on dividend growth investing -> Join our market newsletter! Constructing an attractive yet sustainable dividend growth portfolio is no easy feat, especially one that meets your expectations. As much as you try, you will eventually invest in a company whose dividend growth rate doesn't meet your expectations. For us, we want to attain a dividend growth rate of at least 6% a year on average, and ideally faster than that. Every investor needs a process for evaluating whether a company is...

More on dividend growth investing -> Join our market newsletter! It's safe to say that the stock market faces some daunting problems currently. To some investors, it's enough to make them change their strategy, seek alternate investments, or pull out entirely. Regardless of the negative consequences those actions can have on your portfolio, haven't investors always faced challenges? As Morgan Housel brilliantly states: "Every past market decline looks like an opportunity, and every future...

More on dividend growth investing -> Join our newsletter! For most investors, if their portfolio went up by X amount in Y years, they'd be satisfied. Yet simultaneously, those same investors secretly hope they bought the next big thing, waiting for the stock's price to grow 10x. In truth, 10x-ing a stock price is challenging. It requires resources, unique ideas, and a willingness to go above and beyond fellow market participants. To the average investor, expecting every investment to go up...

More on dividend growth investing -> Join our newsletter! What do you do when one of your investments has rapid success? Do you sell it for a quick gain hoping to buy it back later? Anytime you buy or sell you have to make a decision, and with every decision comes another chance of being wrong. Large jumps in stock prices are tempting, but they put investors at a crossroads. You have to decide if your goal is to make money... or to create wealth. In this month's episode, Greg outlines the...

When the only streak in the market seems to be a losing one, it's easy to wonder if you should jump ship. Bear markets test the resolve of even the most seasoned investors. But the investors that achieve next-level success have unwavering faith in their strategy, standing strong regardless of market conditions. One of these exceptional investors is Ronald Read; a simple man, with a simple lifestyle, and a simple strategy. Yet, there was nothing simple about his discipline over the course of...

In this month’s special episode, Greg interviews Simeon Hyman, the Global Investment Strategist and Head of Investment Strategy at ProShares. With over $60 billion in managed assets across more than 100 different ETFs and funds, ProShares is a large-scale player in the financial markets. Their second-largest fund, The S&P 500 Dividend Aristocrats Fund (Ticker: NOBL), is a testament to the power of dividend growth and showcases just how effective compounding returns over time is. During the...

There are many factors to blame for the ongoing bear market. While 2022 appears to have never-ending red days, the topic that hits closer to home is red-hot inflation. It may be challenging to invest in an environment like this, but you will undoubtedly lose purchasing power if you don't. It seems investors are between a rock and a hard place. In this episode, Greg eases the dilemma of choosing where to put your assets during high inflation. It shouldn't come as a surprise that a growing...

On the surface, a lot of companies may look like they fit the dividend growth model and could be good candidates. But you have to be careful, they could be duds. As with all investment ideas, it's never a bad thing to dig a little bit deeper into the company. At a minimum, you have to get a clear picture of how the company can sustain its operations, margins, and dividends. If it is hard to see how the company gets from point A to point B, that is a red flag. In this episode, Greg uses...

A lot has happened in the span of a month, especially in regard to inflation, interest rates, and the Ukrainian War. These events have only added to the downward momentum of the stock market so far this year, painfully reminding investors that not every year can be like 2021. Last month we took an in-depth look at two investment ideas: Chevron and Clorox. Has the recent market volatility really changed the long-term prospects of these companies? It is never fun to watch your account value...

Normally, finding investments that fit the sustainable dividend growth strategy is challenging on its own. With the high valuations in this current market, it becomes even more difficult to find those companies at an attractive price. In this episode, we explore the future of the energy sector (dirty) and recent developments with Clorox (clean) while Greg shares why he thinks both could be great opportunities. **NEW** If you submit a question to us and we use it in an episode, we will send...

Some investors may think that investing for dividends comes at a sacrifice. In this episode, we discuss how that couldn't be further from the truth. However, there is an important caveat− investing for growth is NOT the same as investing for yield. We'll also look at AT&T to see this distinction and recognize that not all dividends are built the same. **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email...

Putting together everything we've learned so far, we make the case that not only is 6% dividend growth attainable, but it can be reasonably expected in a variety of market environments. Stay tuned for a Q&A segment that goes deeper into the ins and outs of the dividend growth strategy. **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Visit our website to learn more...

If I offered you $10 million right now, or a penny that doubles in value every day for a month, which would you choose? In this episode, we explore this question and how it applies to your investment portfolio. **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Visit our website to learn more about our investment strategy and wealth management services. Follow us...

This month, we analyze the returns of top-performing stocks over the past few decades with and without dividends. The catch? If you have the will to hold on for the second decade, your returns will be staggering. **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Visit our website to learn more about our investment strategy and wealth management services. Follow us...

It is easier for a company to simply pay a dividend than it is for them to grow it consistently. In this episode, we look at four factors that are regularly characteristic of sustainable dividend growers. **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Visit our website to learn more about our investment strategy and wealth management services. Follow us...

Building on the previous episode, this month's installment looks at two contrasting types of dividends. Is investing in a growing, or a high-yielding dividend better? SHOW NOTES FOR GROWTH VS. YIELD **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram -...