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An FT piece by John Authers made note that the defensive strategy of dividend investing isn’t working so well as yields have lifted. I’ll show you a chart of what I’m looking at in a moment, but his piece has interesting insights that are worth your attention. One is of the change in the composition of the S&P 500 in the context of index investing. Dividend-plays tend to go with stocks that are lower quality within the S&P 500, and lower momentum as well, so are not in an economic sweet spot. Further, and importantly, the dividend yield has edged below the 10-year creating a compelling competitive force. Read more from David Ader's latest musings...
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