Tag: t_499

div-ETF | SPHD^SPYD

Posted on by tiger40490
  • criteria: Need pre-clear? Exempted due to 20+ constituents.
  • criteria: below $40 to support small limit order
  • criteria: SEC yield > 4%. SPYD is 4%; SPHD is 4.2%
  • expRatio: SPHD is 0.30; SPYD is excellent at 0.07

— SPHD tracks a dividend-yield-weighted index comprising the 50 least volatile names chosen from a shortlist of the S&P 500’s 75 highest-dividend-yielding securities.

Good experience as of Oct 2024.

— SPYD tracks an index of the 80 highest-yielding stocks selected from the S&P 500. 

Good experience as of Oct 2024.

DBSDY #cf Singtel, T:US #$100..200

Posted on by tiger40490

— DBS stock?

  • 🙁 no fractional supported
  • 🙁 price trend? 6M down
  • 🙂 good dividend yield around 4% .. https://www.investing.com/equities/dbs-group-holdings-ltd-dividends
  • not a distressed stock like SIA
  • 🙂 analysts mostly positive https://www.wsj.com/market-data/quotes/SG/D05/research-ratings

Tanko warned that Singtel was basically stagnant over 10Y. Yet if DBS pays 5% DY then I don’t mind stagnation 🙂

How does T:US compare? The 20Y chart is no better than Singtel or DBS. However, the T:US div didn’t drop since 1998 🙂

[22]327>MSFT 1%- #add$50-100

Posted on by tiger40490

— hot growth stock? but more established and profitable than virtually all hot growth stocks

Beware: A big position (like $200) could breach my firewall.

Enjoys a natural moat.

P/E beats most hot stocks.

— CDY 0.8% .. https://www.fool.com/investing/2021/09/23/microsoft-remains-a-top-notch-dividend-stock/ says that MSFT has increased its dividend every year for 12 years straight.

CDY beats most inet stocks
CDY inferior to many tech old_guards

RSP 2% # compare2curves@yahoo

Posted on by tiger40490
  • 1.5-2% CDY, better than SP500
  • https://www.marketwatch.com/story/long-term-investors-can-beat-the-sp-500-by-favoring-equal-weighted-etfs-2018-09-26
  • https://einvestingforbeginners.com/equal-weight-sp-500-etf-ansh/ (one person’s view) suggests the RSP is no worse than SPY , partly thanks to DYOC.
  • yahoo finance chart shows RSP beating SP500 even without dividend factored in ! I think this happens only over longer term.
  • .. After 20 experiments, I think the comparison chart lets us drag to select an arbitrary starting date. On that date the two curves start at the same 100% level, and start to drift apart. The chart then shows something like “RSP is currently 93% of starting level, whereas SP500 is 92% of starting level”
  • .. Is there a more reliable data source than Yahoo finance?
  • I think many of my passive investments [401k, AIA, TRBCX] already track the sp500, so I would prefer to diversify to an EWI fund.

— minor factors

  • momentum .. with equal-weight ETFs, there is “kind of an anti-momentum dynamic that is present because every quarter you’re kind of cutting back what has risen a lot and adding to what has lagged,” he added. “The trouble with market-cap-weighted [indices] longer term is you ride the momentum up. But there is no mechanism to kick those stocks out again. So, you ride them down.” That is why standard indexes may outperform equal-weight ETFs in the short run
  • historical (and future) performance .. I guess in a bull run lead by a few large stocks, EWI would underperform, as in the last few years.
  • concentration risk .. is better with the more diversified EWI. See https://www.investopedia.com/articles/exchangetradedfunds/08/market-equal-weight.asp . I think about 1/5 value of SP500 are the top 5 tech stocks which are badly correlated. Some investors embrace concentration on 5 tech superstars, because they don’t like holding laggards, but historically, the EWI has not really underperformed the highly concentrated SP500
  • volatility .. might be worse with the highly concentrated sp500, esp. during a sector crash. On the other hand, small-caps tend to be more volatile

UOVEY 4% #UOB

Posted on by tiger40490
  • available as UOVEY on OTC, not as liquid as on SGX
  • 🙂 dividend maintained through 2020 ..CDY 4% .. https://www.morningstar.com/stocks/pinx/uovey/dividends shows CDY, DPR
  • .. https://seekingalpha.com/symbol/UOVEY/dividends/history shows div + price chart
  • reasonable quantum 
  • 🙂 analysts positive .. tgt $50 https://money.cnn.com/quote/forecast/forecast.html?symb=UOVEY
  • 12M good: reverse-V

PFE: 3% div blue-chip #$300

Posted on by tiger40490
  • analysts: no Sell
  • 🙂 price trend: 3M down
  • 🙂 div no cut for years. CDY 4%, above average among blue chips.. https://www.nasdaq.com/market-activity/stocks/pfe/dividend-history
  • overvalued? Less so than tech stocks
  • 🙂 5Y history is fairly stable
  • 🙂 no worrying signs
  • 🙂 compared to MRNA — more established, less hyped

— perception:

  • 🙂 perception: large, established
  • 🙂 mature sector, not sunset sector, not under threat

But every stock in this category can be overvalued. Analog: You can worry about every college you are applying “It may lose its prestige after I enroll.”

— compared to other blue chips

  • more stable than motor, oil sectors, flight/cruise, GE,
  • comparable to industrial, financial
  • any other blue chip to consider?

170>PG 2% #

Posted on by tiger40490
  • existing position: $64 invested at $160/share
  • 🙁 https://www.morningstar.com/articles/1076129/12-overvalued-mega-cap-stocks-to-avoid
  • 🙂 CDY 2%.. 50Y dividend-king, according to https://www.suredividend.com/dividend-kings-nfg/
  • .. verified on https://www.macrotrends.net/stocks/charts/PG/procter-gamble/dividend-yield-history
  • 🙂 40Y up https://www.macrotrends.net/stocks/charts/PG/procter-gamble/dividend-yield-history
  • analyst lukewarm.. $169 https://www.tipranks.com/stocks/pg/forecast
  • $380B large cap. cash-cow + long-term growth, although long past the growth phase