09-19-2015, 01:18 PM
(09-18-2015, 10:59 AM)EricL Wrote: I wrote an article covering diversification of holdings in the portfolio. I was surprised to see how much of my dividend income is being produced by REIT's and utilities.
"Dividend Growth Diversification: A Deeper Look At MY DGI Portfolio"
Nice. I have the same experience -- those high-yielders really carry a lot of water. Even though I understand the arguments for low-yield, high dividend growth stocks, I am often very swayed by the higher starting yields. It is really hard to predict the future, and the crossover point for the low-yielders is sometimes far out enough that it feels pretty darned speculative to me.