我主要投資科技行業。薄付司令可能會有更多分紅股的經驗。 一點看法。。。

來源: 2024-08-30 11:25:32 [舊帖] [給我悄悄話] 本文已被閱讀:

1: I mainly use Dividend to manage asset allocation (meaning I move asset in and out of Divident to manage my risk)。 So, the goal is slightly different.

2: My experience with Divident is that you need to rotate from sector to sector based on macro environment -- this is different from high-tech stocks where I can hold for really long time. So far, I have had exposure to 3 sectors. There are literally hundreds of stock/ETFs in these sectors but as long as you stick with leading stock in each sector, you will do well. The timing of entering these sectors is more important.

     a: REIT --- This is a sector highly sensitive to interest rate. With Fed rate cut coming, it should do well. 

     b: BDC -- This sector has been doing really well.  But upcoming rate cut could bring some challenge to this sector. 

     c: Energy -- Especailly MLPs, Thes are mid-stream players, playing critical role in transporting energy (gas, oil, etc) from uptream players to downstream players. A Trump victory should help them do better

3: Lastly, the only long term divident I hold forever are CEFs (closed end fund). I mentioned about PTY here before which has better return than SP500 over last 20+ years.

Just some random thoughts. Suggest to spend more time to study these different sectors before investing...