What The Value Rotation Narrative Gets Wrong
Summary The value rotation story has been hard to miss – it’s a trend that’s been underway since late 2020 and has since continued to gather steam. A theme often…
Dividend Investing and Value News
Summary The value rotation story has been hard to miss – it’s a trend that’s been underway since late 2020 and has since continued to gather steam. A theme often…
Investors keyed in on U.S. Treasury and dividend ETFs as markets rebounded in July. Mentioned: Tesla Inc (TSLA), iShares Core S&P 500 ETF (IVV), iShares Core S&P Small-Cap ETF (IJR),…
Summary After the bursting of the tech bubble in 2000, value went on a stretch of seven consecutive years of outperformance. Traditionally, investing via dividends is a more defensive approach…
Summary If you think of all the different index providers, each has its own definition of the fundamentals that it believes denote “value.”. If stocks can experience severe reductions in…