John Rotonti’s Post

A Better Approach to Dividend Investing   Many investors are drawn to dividend paying investments. However, we believe a more holistic approach incorporates both cash dividends & net stock buybacks. How did the Cambria Shareholder Yield ETF, $SYLD, perform relative to hundreds of dividend strategies analyzed by Morningstar over the past decade?   Read more here: https://lnkd.in/eRsF4EJU

Unlock the secret to stock valuation with a tool every investor should master! 🗝️ Ever wondered how to truly gauge a stock's worth? Meet the Dividend Discount Model (DDM). Imagine a steady stream of cash flowing into your account. That's the essence of dividends and the core of DDM. It values a stock by the present value of its future dividends. 💸 Why are dividends so crucial? 1. Regular dividends are like clockwork – quarterly in the US and Canada, semi-annually in Europe and Japan, or annually in China. 2. Extra dividends can be a windfall – often in cyclical industries or during major corporate changes. 3. Stock splits and reverse splits? They sound complex but don't change company value or your ownership. 4. Share repurchases can be a stealthy signal – indicating undervaluation or offering tax benefits. 5. Follow the timeline: Declaration date → Ex-dividend date → Holder-of-record date → Payment date. 🗓️ Master these insights, and you're on your way to leveraging the DDM with confidence. Simple yet powerful, it focuses on tangible cash flows, making it a go-to for savvy investors. 🌟 Ready to deepen your stock valuation skills? Share your thoughts or experiences with DDM below!

Buy & Sell Signals (IPO) Long Term Investment Analysis: Stock Traders Daily has produced this trading report using a proprietary method.  This methodology [...] Look at the Charts

Portfolio diversification is a core strategy for managing risk and offering broader market segment exposure. This excellent article in Financial Advisor Magazine by Larry Swedroe explores concentrated stock positions, reasons for their existence, historical perspective, and their ramifications. In the end, he concludes that concentrated stock positions continue to be a "loser's game". For UHNW investors with multiple advisors, "concentration risk" can occur without even knowing it. However, data aggregation and reporting tools bring an investor's entire wealth picture into one consolidated report, regardless of asset class, custody or currency. This allows advisors to expose hidden risks (like concentration risk) and identify potential opportunities. As a provider of reporting services, Mirador, LLC, now part of iCapital, helps family offices and wealth managers with system selection, implementation, and ongoing operation. Read the complete article here: https://lnkd.in/dnnimBqx #financialreporting #familyoffices #wealthmanagement

My latest article for Wealth Management dives into new research that challenges the preference for high dividend strategies https://lnkd.in/gFHYsuky #dividends #investmentstrategies

Unlock the secret to stock valuation with a tool every investor should master! 🗝️ Ever wondered how to truly gauge a stock's worth? Meet the Dividend Discount Model (DDM). Imagine a steady stream of cash flowing into your account. That's the essence of dividends and the core of DDM. It values a stock by the present value of its future dividends. 💸 Why are dividends so crucial? 1. Regular dividends are like clockwork – quarterly in the US and Canada, semi-annually in Europe and Japan, or annually in China. 2. Extra dividends can be a windfall – often in cyclical industries or during major corporate changes. 3. Stock splits and reverse splits? They sound complex but don't change company value or your ownership. 4. Share repurchases can be a stealthy signal – indicating undervaluation or offering tax benefits. 5. Follow the timeline: Declaration date → Ex-dividend date → Holder-of-record date → Payment date. 🗓️ Master these insights, and you're on your way to leveraging the DDM with confidence. Simple yet powerful, it focuses on tangible cash flows, making it a go-to for savvy investors. 🌟 Ready to deepen your stock valuation skills? Share your thoughts or experiences with DDM below! DISCLAIMER: I am not a financial advisor, and the information provided in this post is for educational and informational purposes only. Trading options and securities involves substantial risk and is not suitable for all investors. The views expressed here are my own personal opinions and should not be construed as financial advice or recommendations to buy or sell any securities. Always conduct your own research and consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results. Trade at your own risk.

Brian Stutland, portfolio manager for Rational Advisors, Inc. and Equity Armor Investments, LLC tells CNBC in this interview that his strategy is to go beyond traditional dividend havens by balancing yield and growth.   “While chasing purely high yields can be tempting for a stream of income, prioritizing companies with sustainable dividends and growth potential offers a more balanced approach because I just don’t want the stock paying me back my own money.”   Read more on CNBC Pro linked below (login required) or learn about the strategy here -->https://lnkd.in/etGRDDtc

Dividend Growth has beaten Dividend Yield for long-term investors. Let’s look at three dividend growth ETFs and compare them — the two ETFs from my February article, behemoths VIG and DGRW, and the fairly recent issue MBOX of Ryan Krueger’s investment firm: Which one is the best for 2024 and beyond? https://lnkd.in/eEqsg5Jw #BestETF #DividendGrowth #Investing

We frequently receive queries about the safety of unlisted shares, while they are equally safe as listed shares, some investors find certain aspects appealing: 1️⃣ Long-Term Growth: Unlisted shares often represent early-stage companies, offering significant long-term growth potential. 2️⃣ Lower Volatility: Unlisted shares are less affected by daily market fluctuations, providing relative stability. 3️⃣ Direct Ownership: Investors can have a more direct influence on the company's decisions. 4️⃣ Potential for High Returns: There's a chance for substantial returns, especially if the company goes public or is acquired. 5️⃣ Diversification: Including unlisted shares in a diversified portfolio helps spread risk. However, it's crucial to conduct thorough due diligence and understand the risks, as unlisted shares lack the liquidity and regulatory oversight of listed securities. But at Altius Investech (Pre IPO | Unlisted Equity) we are helping to avoid most of the issues associated with unlisted shares. Log on to https://lnkd.in/dtQz9hXn or call us on 9038517269

Stock-pickers continue to struggle. In the first half of this year, only 18% of actively managed mutual funds and ETFs that benchmark to the S&P 500 managed to outperform that index. This is why client experience is so important in the wealth management business -- because "beating the market" is not a credible and compelling value proposition. The best financial advisors recognize that their business is more about emotions than earnings. "How you make your clients feel" will always be a bigger and better differentiator than "how much you beat the market by." #WealthManagement #ClientExperience #FinancialServices #Investment #CustomerSatisfaction #CX https://lnkd.in/easZZyiN