Dividend Yield Return vs Price Return in Stocks

By: Richard Shaw | Fri, Dec 31, 2010
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We hold no bond fund positions at this time, but maintain bond ladders that were constructed for specific purposes. We have deployed a portion of the money from bond positions into dividend index funds and high quality, large-cap, above average yield stocks with a long-term history of consistent payment and dividend growth. As a result, we have received a number of questions. This report provides some background information on our thinking about that decision. This will serve as a good jumping off point for our individual discussions.

Dividend Yield Return vs Price Return in Stocks

 


 

Richard Shaw

Author: Richard Shaw

Richard Shaw
QVM Group LLC

Richard Shaw

Disclaimer: Opinions expressed in this material and our disclosed positions are as of July 5, 2010. Our opinions and positions may change as subsequent conditions vary. We are a fee-only investment advisor, and are compensated only by our clients. We do not sell securities, and do not receive any form of revenue or incentive from any source other than directly from clients. We are not affiliated with any securities dealer, any fund, any fund sponsor or any company issuer of any security. All of our published material is for informational purposes only, and is not personal investment advice to any specific person for any particular purpose. We utilize information sources that we believe to be reliable, but do not warrant the accuracy of those sources or our analysis. Past performance is no guarantee of future performance, and there is no guarantee that any forecast will come to pass. Do not rely solely on this material when making an investment decision. Other factors may be important too. Investment involves risks of loss of capital. Consider seeking professional advice before implementing your portfolio ideas.

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