Disclaimer for charts: Investors cannot invest directly in an index. Past performance is no guarantee of future results. Strategies striving to mirror an index will have different returns due to tracking error, management fees and trading expenses. STIR Research is intended for a professional audience for informational purposes only and is not a recommendation to buy or sell any security, nor is it intended as specific advice for any individual investor’s portfolio. STIR is NOT a registered investment advisor or broker-dealer. STIR provides experienced independent quantitative research.

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The numbers are impressive. Over the past 25 years, which includes the worst financial crisis since the Great Depression and two recessions, dividend growers gained more in value by almost twice the average stock and almost eight times better than non-dividend payers!

The same $100,000 invested in a bond fund would have grown to just $378,000, less than half of the dividend growers. Also of note, dividend payers that are not raising their dividends, failed to beat all stocks and just barely outperformed a bond portfolio.

The over performance by dividend growers is true over 5, 10.15 or 20 years. The LVRD Index is diversified among five ETF’s, all of which have a history of owning dividend growers stocks.

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