Protecting Our Retirement Portfolios During Times of War

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I wish I didn’t have to write this column ever, let alone every couple of years. But this is ground we have to cover, like it or not: dividend stocks during war.

We invest in dividend stocks. There are wars and conflicts that affect our money. That’s reality.

Let’s start with last Saturday, while my daughter was in the middle of their monthly Girl Scouts meeting. I gulped at the headline on my phone: Drones heading towards Israel. Ugh.

So, on the drive to pick up my daughter, I flipped on the news in the Dadmobile. My sweety jumped into the car.… Read more

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Why chase the market when we can let 15% per year—every year—come to us?

This is the perfect time to buy what I call “hidden yield” investments. These are stocks that dish out dividends today. But, more notably, they have an important catalyst coming in the year ahead that will help boost their stock prices.

This trigger is so powerful that it sends these stocks sailing by 15% or more per year, every year. Which is truly great when other equities and even bonds are getting buried around us.

We’ll talk about these stocks and their “dividend spark” in a moment.… Read more

Read More

Why chase the market when we can let 15% per year—every year—come to us?

This is the perfect time to buy what I call “hidden yield” investments. These are stocks that dish out dividends today. But, more notably, they have an important catalyst coming in the year ahead that will help boost their stock prices.

This trigger is so powerful that it sends these stocks sailing by 15% or more per year, every year. Which is truly great when other equities and even bonds are getting buried around us.

We’ll talk about these stocks and their “dividend spark” in a moment.… Read more

Read More

It’s a bull market in military budgets, to put it lightly. So, let’s talk about my favorite defense stock dividend for the rest of 2022 and, really, the 2020s.

The US defense budget for 2022 is a record $777 billion. Over 3% of GDP.

We are, however, only one of nine NATO countries to spend 2% or more of our GDP on military spending. This has been a stated goal of NATO since 2006, a standard currently met by less than one-third of members.

With Russia’s invasion of Ukraine entering its sixth month and China lobbing missiles over Taiwan last weekend, higher military spending across the globe is on the way.… Read more

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The surest, safest way to double our money in the stock market is to buy the dividends that are growing the fastest.

It doesn’t matter if the broader market is heading up, down or sideways. Over time, stock prices eventually follow their dividends. Show me a growing payout, and I’ll show you a stock price that has serious upside.

Looking beyond current yields for future dividends is a simple yet powerful concept. I know that you already appreciate stocks that pay. It’s why we get along so well.

We can also apply our favorite fundamental attribute—a company’s willingness and ability to put cash in our pocket—to find the safest growth stocks in the market.… Read more

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“Don’t you own that, B.O.?”

Go figure. While some people are thought of for their jokes, their hobbies or their families, a reader thought of me when they read about a Vanguard fund underperforming of late.

The poor ol’ Vanguard Dividend Growth Fund (VDIGX). Longtime readers know I’ve yapped about this before. While I rarely mention (let alone endorse!) mutual funds, VDIGX is notable for two reasons:

  • I plow 100% of my 401(K) contributions into this fund, and
  • It’s a pretty good option as far as retirement plans go.

Why this fund? Because in my “Brett Inc.” company plan, I have a set list of Vanguard funds to choose from.… Read more

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