Tag Archives: S&P 500 Dividend Aristocrats

A Study of the Classics – Part 2

This scene came to mind after I recently posited a few indexing milestones. My intent was to opine on watershed moments in design, those individual indices that marked advancement, a change in approach, or increased utility.  Almost immediately, I received “Yeah, but what about…?” communiques. So forthwith I complete my all-too-brief, original list with the Read more […]

The Hunt for Consistent Income

The hunt for stable income is an increasingly challenging task.  Bond yields across major fixed income markets are at historically low levels, with some of the central banks in developed countries even going as far as adopting a negative rates policy.  Together with an aging population that is living longer and relies predominantly on fixed Read more […]

Indicizing Income

This morning’s Wall Street Journal described one aspect of the “Brave New World” occasioned by ultra-low (or negative) interest rates: Tellingly, strategists at Citigroup have created a basket of stocks for what they call “bond refugees”—investors who want yield but without the big swings in prices associated with equities. To do so, they looked for stocks Read more […]

Dreams to Sell

If there were dreams to sell, a poet asked, what would you buy?  Much more prosaically, if you could design your dream investment process, what would it look like? A simple way to think about the question is to separate success into two dimensions: frequency and magnitude.  Frequency means how often we “win” (i.e., how Read more […]

Shelter from the Storm

Like many in the northern hemisphere, the S&P 500® felt a bit blue in January.  With the traditional winter frost came winds of volatility, which, like many of our holiday guests, overstayed their welcome.  On a total return basis, the S&P 500 declined 3% in January, as market volatility from the fall of 2014 lingered Read more […]