Tag Archives: S&P 500 Dividend Aristocrats
Examining Defensive Strategies Through an Index Lens
How are advisors using indices to evaluate defensive strategies as they look to protect client goals amid rising rates and inflation? Join TD Wealth’s Andrew Neatt and S&P DJI’s Julie Ballard for a closer look at the S&P 500 Dividend Aristocrats and S&P 500 Quality indices.
- Categories Factors
-
Other Tags
Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
- Categories
- Factors
- Other Tags
- Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
Combining Dividend Strategies
Throughout this year’s market turmoil, dividend strategies have been among the most reliable sources of relative, if not absolute, performance. Through June 21, 2022, e.g., when the S&P 500® had declined -20.4% YTD, the S&P 500 High Dividend Index (roughly speaking, the 80 highest-yielding stocks in the 500) sustained a loss of only -3.7%. The…
- Categories Equities
-
Other Tags
2022, 500 Dividend Aristocrats, 500 High Dividend, Craig Lazzara, diversification, Dividend, Dividend Aristocrats, dividend growth, dividend yield, dividends, efficient frontier, equities, Factor Performance, high dividend, index combinations, index performance, institutional investor, S&P 500, S&P 500 Dividend, US FA
- Categories
- Equities
- Other Tags
- 2022, 500 Dividend Aristocrats, 500 High Dividend, Craig Lazzara, diversification, Dividend, Dividend Aristocrats, dividend growth, dividend yield, dividends, efficient frontier, equities, Factor Performance, high dividend, index combinations, index performance, institutional investor, S&P 500, S&P 500 Dividend, US FA
S&P 500 Dividend Aristocrats: Defensive Attributes, Growing Dividends, and Competitive Yields
Driven primarily by the U.S. Federal Reserve’s plan to tighten monetary policy and curb inflation, and compounded by geopolitical tensions and earnings, the S&P 500® finished January down 5.26%. Market participants contemplating how to position themselves for the path ahead should not overlook dividend growth strategies such as the S&P 500 Dividend Aristocrats®. To be…
- Categories Strategy
- Other Tags
Dividends Have Stabilized After a Challenging 2020: What Comes Next?
A CRITICAL DISTINCTION TO BE MADE When the pandemic began, many investors feared widespread dividend cuts. However, while some companies did cut or suspended their dividends, the damage was largely confined to the pandemic’s early stages. Once the economy began to stabilize, so did dividends. By the end of 2020, approximately three times as many…
- Categories Strategy
- Other Tags
- Categories
- Strategy
- Other Tags
The Beat Goes on for the S&P 500 Dividend Aristocrats
The S&P 500® Dividend Aristocrats® is an index comprising companies in the S&P 500 that have increased their annual cash payments for at least 25 years in a row. Dividends are a part of their culture and public appeal (income), as they broadly highlight their increases. In general, their increases are smaller but still constant,…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
Durability During Distress – Part 2
Dividends play a vital role in many investors’ approach to the market, although there is more than one way to approach dividends. Some investors are most concerned with dividend yield per se, while others are more sensitive to the growth of dividends over time. Both approaches, of course, can be readily indicized. Within the U.S….
- Categories Strategy
- Other Tags
- Categories
- Strategy
- Other Tags
Putting Defensive Indices to the Test
In January 2019, we highlighted several indices designed to reduce the impact of large equity market drawdowns. Here we analyze the same suite of indices divided across three broad categories: defensive equity, multi-asset, and volatility. This analysis simply reviews performance since the S&P 500®’s high on Feb. 19, 2020, through the close on Friday, March…
- Other Tags
Multi-Asset Income Strategies in a Low Interest Rate Environment
One of the most significant characteristics of the post-financial crisis world has been the global persistence of low, or even negative, interest rates. The entire U.S. Treasury curve yielded below 1% for the first time in history on March 9, 2020, in the wake of the COVID-19 pandemic, before the long end reverted recently on…
- Categories Strategy
- Other Tags
Profiling the “Personality” of 2 Dividend Strategies – A Factor Look
How do the personalities of two dividend index portfolios look when reviewed under the “Factor Lens”? Using the Optimal Asset Management’s Factor Allocator tool, let’s review two strategies – S&P 500 Dividend Aristocrats and the S&P 500 High Dividend Index. We can identify the average factor exposures of each strategy since January 1995 by viewing…
- Other Tags
The Case for Information Technology Dividend Growers
One of the common misconceptions in finance is that companies from the Information Technology (Tech) sector do not pay dividends. While this may have been the trend a long time ago, this has certainly not been the trend over the past 10 years. Over the past 10 years, within the Tech sector of the S&P…
- Categories Strategy
- Other Tags