Why These 8%+ Yielding Funds Crush Low-Fee Index Funds (Every Time)

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Why These 8%+ Yielding Funds Crush Low-Fee Index Funds (Every Time)

If you always wanted a free lunch but thought they don’t exist, well, they kind of do, in the form of the Fidelity group of ZERO index funds, like the Fidelity ZERO Total Market Index Fund (FZROX).

After all, its 0% fees mean it should easily beat a closed-end fund (CEF) with a high expense ratio, right? Well, not so fast.

0% Fees Do Not Equal Outperformance

FZROX—in purple above—may levy no management fee, but it’s underperformed many equity CEFs over a long period. Since inception, it’s trailed the Adams Diversified Equity Fund (ADX), in blue, and the General American Investors Co.… Read more

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How to Grow Your Income By 10%-50% Every Year

Bear markets are great for calculated contrarian investors like us. We have many dividend growers in the bargain bin.

I mean, it’s rarely this stuffed. We have lots to sort through today. Specifically we’ll talk about 43 dividend payers that are about to announce their next payout hikes.

Most of these stocks are cheaper than they were at the start of the year. Some are quite a bit discounted. Plus, these upcoming dividend raises are the perfect announcements for us to front run.

Why? Because once the news becomes public, the “dividend magnet” will pull these prices higher.

Dividend Growth + The “Dividend Magnet”

The “dividend magnet” is my favorite financial phenomenon.… Read more

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These 5 Stocks Save Lives, Fund Retirements

Quick income quiz—what’s the longest running bull market powering dividend payers? It may be the multi-decade run in healthcare spending.

Dividend stocks that are providing products aligned with this megatrend have the types of payouts that we’re looking for in a retirement portfolio:

  1. Secure cash flows, with
  2. Rising profits to support future dividend growth.

At a time when we can no longer take dividend payments for granted, this type of “megatrend support” is becoming a must-have.

We’ll talk specific stocks in a minute. First, let’s get into the trend and spend. The Centers for Medicare & Medicaid Services provides estimates of US health care spending by sources of funds, such as private healthcare insurance, Medicare and so on.… Read more

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Dividend “Century Aristocrats”: Ranking 5 Buys Today

Today we’re going to rank the longest-lasting dividends on the planet – five stocks that have written checks to shareholders for at least a century.

Dividends don’t get more secure than that.

Think about what the world was like in 1917. The United States was in the midst of World War I. Girl Scout cookies and Converse Chuck Taylor All-Stars were in their infancy. And the Dow Jones Industrial Average made several attempts on the 100 mark.

Yes, 100.

Since then, the United States has suffered 16 recessions and a pair of depressions, including the granddaddy of them all, the Great Depression of 1929-1933.…
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