Dividendology
Dividend‑investing creator engaging on ETF vs. stock debates and using dividend ETFs in income strategies.
Japan's Zero‑Rate Policy Fueled Global Yen Carry Trade
For decades, Japan was the foundation of one of the largest global macro trades in financial history: The “yen carry trade.” Japan kept interest rates near 0% for decades as the country battled deflation and weak economic growth. That created a unique opportunity for investors, hedge funds, and institutions around the world: Borrow cheaply in Japanese yen… Then invest that money into higher-yielding assets elsewhere. For example:
Broadcom’s 865% Rise Still Shows Low PEG
$AVGO Broadcom is up over 865% in the last 5 years. Forward P/E: 37.50 Projected 3 YR EPS CAGR: 41.21% That gives them a PEG ratio of just 0.91! Don't assume a stock is expensive just because the share price has climbed.
Dividends Come From Cash Flow, Not Free Money
Dividends are not free money. They are paid out of free cash flow. Let’s look at the example pictured below. We see three example stocks listed with their 2025 dividend per share listed and their 2025 free cash flow per share listed. When someone...
Ten Dividend Growth Stocks Worth Holding Forever
10 Buy & Hold FOREVER Dividend Growth Stocks: 💻 $MSFT – Microsoft 💳 $V – Visa 💰 $MA – Mastercard 🔬 $ASML – ASML Holding 📡 $AVGO – Broadcom 🛒 $COST – Costco Wholesale 📊 $SPGI – S&P Global ♻️ $WM – Waste Management 🛢️ $MPLX – MPLX LP 🏦...
Married Couples Can Earn $131k in Tax‑free Dividends
One of the best kept secrets of the tax code? Under the right circumstances- A married couple in the US can earn up to $131,100 in dividends every year and pay zero in taxes. Here's how: (thread 👇)
65 Companies That Ate Their Own Shares
"Pay close attention to the cannibals – the businesses that are eating themselves by buying back their stock" -Charlie Munger Here are 65 Stocks that have bought back 10%+ of their outstanding shares in the last decade:
Identify Dividend Kings, Aristocrats, and Champions
Dividend Kings: Companies that have increased their dividends for at least 50 consecutive years. 👑 Dividend Aristocrats: Companies that are part of the S&P 500 and have increased their dividends for at least 25 consecutive years. 💵 Dividend Champions: Companies...
Overlooked Small‑Cap REIT $PINE Offers Compelling Opportunity
The REIT market as a whole has struggled under the high interest rate environment over the last couple of years- But that has led to some REITs becoming quite interesting opportunities. I believe $PINE is one of those REITs, but also a...
Which High‑Yield ETFs Can Sustain Massive Payouts?
Yearly dividend income with $1,000,000 invested: - JEPI: $82,900 - ICAP: $93,300 - OVL: $105,000 - JEPQ: $104,300 - SPYI: $119,000 - QQQI: $113,900 Which of these ETFs do you think can sustain their massive dividend payments?
How Visa, Mastercard, Amex Make Money Visualized
Do you understand the business model of Visa, Mastercard, and American Express? Here it is explained visually:
Google Smashes Earnings, Shares Hit All‑Time High
$GOOG just released their latest quarters earnings: - Revenue of $109.9B (+21.8% Y/Y) beats by $2.87B. - Q1 GAAP EPS of $5.11 beats by $2.44. - 5% dividend increase Google is trading at all-time highs in after hours.
Historic S&P Gains Question Future 17‑Year Growth
S&P 500 returns since 2009: 2009: 🟢 +22.57% 2010: 🟢 +13.24% 2011: 🟢 +0.97% 2012: 🟢 +14.23% 2013: 🟢 +29.08% 2014: 🟢 +14.69% 2015: 🟢 +1.40% 2016: 🟢 +13.67% 2017: 🟢 +20.80% 2018: 🔴 -5.18% 2019: 🟢 +31.32% 2020: 🟢 +17.40% 2021: 🟢 +30.63% 2022: 🔴 -18.63% 2023: 🟢 +26.79% 2024: 🟢 +25.73% 2025: 🟢 +18.14% 2026: 🟢...
Musk Poised to Become First Trillionaire via SpaceX IPO
Elon Musk is set to become the first trillionaire with the Space X IPO. Let’s put that into perspective:
Median Income Required for 3‑Bedroom Home Varies Widely
The median income needed to buy a 3 bed room home in each state as of 2025:
Chegg First to Crumble; Which Large‑Cap Faces AI?
Chegg. The official first company to get decimated by AI. What large cap stock do you think has the ability to have this happen due to AI?