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This video led me to the S&P Technology Dividend Aristocrats ETF (TDV), which have 16% annualized return since inception (2020) beating the S&P 500 (SPY). Short timeframe obviously, but still interesting!
Interesting, thank you for raising! We touched on this topic in our recent video on aristocrats explained (ruclips.net/video/ZMk-XlCbWDk/видео.html). What they did there is lower the bar ALOT to get enough stocks for a universe - "consistently increasing dividends every year for at least seven years." Seven is a far cry from 25. What might be interesting is to see what up-and-coming champions there are - perhaps 20 consecutive years and higher.
@@Nanalyze For sure! I'm aware, maybe a bit misleading name as the associations for a dividend aristocrat is the 25-year increase requirement. Naming it "S&P Technology Dividend Growth ETF" would probably be more correct, but guess there are no copyrights. The universe is simply too small as you point out, looking at the list of actual dividend aristocrats only one is officially in the technology sector.
ADP, IBM and ROP are all tech aristocrats from where we're looking - list of constituents from NOBL ETF - unless they aren't all being classified as tech?
Should you separate your growth and dividend stocks? I have my growth account with fidelity looking to get into dividend growth. Also is it smart to use two separate brokerages or should I just start a new fidelity portfolio?
According to S&P and MSCI the sector classification of ADP got changed from Information Technology to Industrials. So what do you do know? What's the impact on your portfolio? Best regards :)
We have that effect on people ;) Has Intuit not just paid, but increased, their dividend for at least 25 years in a row? That's the cost of entry to this club. Glad you're loving our content!
Roper sounds interesting enough, but why wait for a decent yield when you don't have to?...stock price appreciation? - Where i was looking, it's yield is .6%, forecast to be .7% in three years time. Granted, that is a forecast and probably wrong. I don't have any tech companies in my dividend portfolio, as the options in this sector are poor...but i am considering IBM...the only other companies that came up as possibilities under a reduced criteria was Qualcom and HP.
You raise a good question. Why wait for a decent yield? Yes, that growth should translate to stock price appreciation if they can manage it into the future as they have been. You are spot on that the options are poor for technology because of that whole "tech dividend stock" oxymoron thing we mention. No need to force feed it, though we did because we have a portfolio of 30 and wanted industry diversification. Yep, you could reduce "# of consecutive years" and increase your options. Good comment, thank you!
"Ginni Rometty" is an anagram for "Minority Gent", or alternatively, "Yin Tit Monger". Canucktech dividend fanciers might take a look at Open Text, but I dunno. (shrugs)
Another anagram for Mizz Rometty is "minty negrito" and you can bet she's sipping on a few of those after that windfall she realized from not growing the company. After work today we'll crack open a couple Labatt Blues and take a look at Open Text.
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Before reading the below comments, you first need to subscribe to our channel. We don't make the rules, but we do enforce them.🚓
ruclips.net/user/nanalyze
This video led me to the S&P Technology Dividend Aristocrats ETF (TDV), which have 16% annualized return since inception (2020) beating the S&P 500 (SPY).
Short timeframe obviously, but still interesting!
Interesting, thank you for raising! We touched on this topic in our recent video on aristocrats explained (ruclips.net/video/ZMk-XlCbWDk/видео.html). What they did there is lower the bar ALOT to get enough stocks for a universe - "consistently increasing dividends every year for at least seven years." Seven is a far cry from 25. What might be interesting is to see what up-and-coming champions there are - perhaps 20 consecutive years and higher.
@@Nanalyze For sure! I'm aware, maybe a bit misleading name as the associations for a dividend aristocrat is the 25-year increase requirement. Naming it "S&P Technology Dividend Growth ETF" would probably be more correct, but guess there are no copyrights. The universe is simply too small as you point out, looking at the list of actual dividend aristocrats only one is officially in the technology sector.
ADP, IBM and ROP are all tech aristocrats from where we're looking - list of constituents from NOBL ETF - unless they aren't all being classified as tech?
Should you separate your growth and dividend stocks? I have my growth account with fidelity looking to get into dividend growth. Also is it smart to use two separate brokerages or should I just start a new fidelity portfolio?
Whatever suits you best. We use Excel spreadsheets to track everything across multiple brokerage firms.
According to S&P and MSCI the sector classification of ADP got changed from Information Technology to Industrials. So what do you do know? What's the impact on your portfolio? Best regards :)
Good question. We did note that change and it wouldn't impact anything.
Love your content but I’m stunned you didn’t include intuit in the list.
We have that effect on people ;) Has Intuit not just paid, but increased, their dividend for at least 25 years in a row? That's the cost of entry to this club. Glad you're loving our content!
hey dude i'd love to hear your oppinion on Palantir and AMD
Ask and ye shall receive.
AMD here: ruclips.net/video/SGOumcdPtLw/видео.html
PLTR here: www.nanalyze.com/2024/03/palantir-stock-pumped-ai-hype/
@@Nanalyze you’re the best thank you so much!
Roper sounds interesting enough, but why wait for a decent yield when you don't have to?...stock price appreciation? - Where i was looking, it's yield is .6%, forecast to be .7% in three years time. Granted, that is a forecast and probably wrong. I don't have any tech companies in my dividend portfolio, as the options in this sector are poor...but i am considering IBM...the only other companies that came up as possibilities under a reduced criteria was Qualcom and HP.
You raise a good question. Why wait for a decent yield? Yes, that growth should translate to stock price appreciation if they can manage it into the future as they have been. You are spot on that the options are poor for technology because of that whole "tech dividend stock" oxymoron thing we mention. No need to force feed it, though we did because we have a portfolio of 30 and wanted industry diversification. Yep, you could reduce "# of consecutive years" and increase your options. Good comment, thank you!
Tnx!
Most welcome!
"Ginni Rometty" is an anagram for "Minority Gent", or alternatively, "Yin Tit Monger".
Canucktech dividend fanciers might take a look at Open Text, but I dunno. (shrugs)
Another anagram for Mizz Rometty is "minty negrito" and you can bet she's sipping on a few of those after that windfall she realized from not growing the company. After work today we'll crack open a couple Labatt Blues and take a look at Open Text.
@@Nanalyze ;D Hail winning! (raises l'il minty n in salute to GR & all other low-talking corpochadlette looters)
love George Carlin
The guy is an absolute legend