|Bid||0.0000 x 1100|
|Ask||42.9900 x 1800|
|Day's Range||40.26 - 40.57|
|52 Week Range||36.16 - 43.25|
|PE Ratio (TTM)||N/A|
|Beta (3Y Monthly)||0.71|
|Expense Ratio (net)||0.30%|
Dividend stocks can be less volatile than their non-dividend counterparts. Some exchange traded funds ratchet up that concept by focusing on dividend stocks with favorable volatility characteristics. SPHD “is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility,” according to Invesco.
On November 13, Cummins (CMI) said that it would support the EPA’s intended new standards on the low nitrogen oxides rule for heavy-duty engines like trucks on highways. The EPA is expected to release the new norms in 2020. The efforts are meant to reduce the nitrogen oxide and particulate matters.
After a wild October, one that saw the S&P 500 notch one of its worst October performances ever, equity market volatility remains a concern for investors. Stocks rallied following the midterm elections, but the S&P 500 quickly gave back those gains and is currently saddled with a month-to-date loss, suggesting some of that October volatility is seeping into November.
Among exchange-traded funds (ETFs), departures have recently been widespread with investors yanking money from a variety of equity and fixed income funds. Low volatility ETFs can help investors stay engaged with stocks during tumultuous times. A perk of low volatility ETFs is that these funds are designed to endure lower drawdowns when stocks decline, but the rub is that they do not capture all the upside delivered in strong trending bull markets.
As is the case with life in general, investing life moves in cycles. Younger investors enjoy at least two valuable luxuries: time and the ability to take on more risk with retirement funds than their older counterparts. Investors nearing retirement face entirely different circumstances than those youngsters that are new to the workforce.
Investing for retirement usually means investing for the long term. While long-term investing should include individual stocks, low-cost exchange-traded funds (ETFs) and index funds should also be part of the equation.
Various historical data points and research confirm that dividend-paying stocks are usually less volatile than their non-dividend counterparts. Additionally, stocks that are less volatile, over the long-term, typically outperform rivals that experience larger drawdowns or have higher standard deviations.
A version of this article was published in the March 2018 issue of Morningstar ETFInvestor. In this article, I'll zero in on an often overlooked source of tax costs and examine the topic of qualified dividend income, or QDI. The Jobs and Growth Tax Relief Reconciliation Act of 2003 made dividend payments more attractive because it introduced a lower tax rate for qualified dividend payments.
In the world of smart beta exchange traded funds, low volatility and dividends are two of the most popular concepts. Some funds marry dividend and low volatility themes, whether by intent or indirectly. ...
Duke Energy’s (DUK) present dividend yield of 4.7% has been driven by dividend growth and price loss. What is the projected dividend payout? The company recorded a dividend payout of 72% and 76% in 2016 and 2017, respectively.
Stocks were mostly higher as Netflix, Amazon, Apple and Nvidia led techs. Bitcoin continued to slide amid increased scrutiny from regulators.