Total Return Investments vs. High Yields: Yield Chasing at Your Own Peril
We examine various high dividend ETFs and a closed end fund and discuss how they fare in terms of total returns that combine both capital appreciation and dividend income.
‘Best’ Tactical Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
‘Best’ Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.