Dividendology
Dividend‑investing creator engaging on ETF vs. stock debates and using dividend ETFs in income strategies.
Earn 6% Yield Renting Equity’s Cash Machine
You’re basically renting the same cash generating machine equity holders own, just higher in the stack while getting an over 6% yield. Real ones know there is likely upside as well. Interesting for income seekers.
New 11%+ Yield ETF Boosts High‑Yield Portfolio
It is officially Dividend Week. Why Dividend Week? Because I’m obsessed with one thing: increasing the value that Dividendology provides. And over the past few months, I’ve been working on something behind the scenes that ties directly into that. Recently, we added an ETF...
Nasdaq 100 Forward P/E Drops Below Long‑Term Averages
This will actually blow your mind. The Nasdaq 100 Forward P/E is now ~22.4x, below its 10-year average (22.9x) and well under the 5-year average (24.7x). Trailing valuation multiples are higher, but so are earnings growth estimates.
ET: High‑Yield Stock with 14% YTD Gain
I listed $ET as one of my top high yield picks heading into 2026. YTD Gain: 14.41% Analyst Upside: 17.6% Dividend Yield: 7% 5 YR Dividend CAGR: 7.69% This one still has upside.
Wall Street Predicts 2026 S&P Rise Despite Slight Dip
At the end of 2025, Wall Street banks released their 2026 S&P 500 price targets. The S&P 500 is currently -0.15% year to date.
Morgan Stanley's 30 Picks to Grow Competitive Edge by 2027
Morgan Stanley recently revealed the 30 stocks they believe will expand their competitive advantages through the year 2027. Here is their full portfolio of stocks:
Early Market Drops Can Ruin the 4% Rule
The 4% rule is a popular retirement strategy that suggests retirees can safely withdraw 4% of their portfolio in the first year and then adjust for inflation annually. This approach aims to make savings last for 30 years. Sounds simple, right? Well, there’s...
Pick the Highest‑Yield ETF for Lifetime Income
Yearly dividend income with $1,000,000 invested: - QQQ: $4,800 - VOO: $11,800 - SCHD: $34,500 - JEPI: $84,500 - SPYI: $123,600 - QQQI: $148,000 If you could only buy 1 of these ETFs forever, which one are you buying?
Oil Spike Triggers Biggest Monthly Inflation Rise Since 2022
We just saw largest monthly inflation increase since 2022. Most people still don't realize exactly why this happened and what the implications are. It starts with oil. Oil is the backbone of the global economy, so when it spikes, the impact doesn’t stay...
Reassessing Counterpoint’s 2022 Wide Moat Winners
This is a list of Wide MOAT businesses according to Counterpoint Global in 2022. What do you think has changed since then?
China's Money Printing Matches
Everyone focuses on U.S. money printing. But China has quietly been just as aggressive—if not more.
S&P Forward P/E 19.2x; 8 Cheap Growth Stocks
The Forward P/E for the S&P 500 is now sitting at just 19.2x. 🧵Here are 8 stocks trading even lower with double digit earnings growth:
Market Rallies, Best Day Since May 2025
S&P 500: +2.91% Nasdaq: +3.83% Dow Jones: +2.49% Today was the best day in the market since May of 2025!
Even the S&P 500 Can Lose Real Value
$SPY Annualized real returns: 1929 - 1942: -0.9% 1968 - 1982: -0.3% 2000 - 2012: -0.7% Sometimes 'Just buy the S&P 500' doesn't work as well as it has lately.
Market Drops Are Frequent; Long‑term Investors Still Profit
How Often the Stock Market Falls (1928–2021): • 5%+ decline: 95% of years • 10%+ decline: 63% of years • 20%+ decline: 26% of years • 30%+ decline: 10% of years • 40%+ decline: 5% of years Market drops are common. Long-term investors still come out ahead.
Gold Poised to Shine as Markets Dip
When the S&P 500 falls ~31% on average, Gold has historically gained +6.5%. And right now? • S&P 500 is down ~5–6% in recent weeks • Nasdaq in correction territory • Oil > $100 and geopolitical risk rising This is exactly the type of...
Turn Fear Into Profit Amid Gold, MAG7 Crash
We are now falling into extreme fear territory. Gold crashing. MAG7 falling. War. What do you think are the best ways to take advantage of this?
U.S. Housing Market Flips: Record Seller Surplus
🚨 The U.S. housing market just flipped. There are now 630K more sellers than buyers, which is the largest gap on record.
U.S. Faces $1 Trillion Deficit Early in FY
The U.S. federal government has collected $2.1T in revenue so far this fiscal year. But spending has already reached $3.1T. That leaves a $1.0T deficit. We aren't even through Q1 yet.
Hold Index Funds Through Volatility, Not Market Predictions
Buying and holding index funds through highs and lows is a great strategy. But i bet if you saw this chart in 2013- You would've guessed the market is about to crash.
Price Alone Misleads; Focus on Earnings Power
I’ve been bullish on $AVGO for years, and it has continued to perform exceptionally. The temptation of every investor is to look at a stock that has performed this well and simply assume the opportunity has passed. But the reality is that...
Value Investing Returns Amid Historic Growth Cycle
We are in the midst of one of the largest growth cycles in modern history. Has the switch finally been flipped back to value in 2026?
Buffett's Final 13F Shows Massive Cash, Net Stock Sales
dividendology_yt 🚨 Warren Buffett’s Berkshire Hathaway recently released their latest Form 13F. With Buffett retiring at the end of 2025, this document reveals the LAST moves Buffett made before he stepped down. I spent hours reviewing it, and found 10 key takeaways for...
Tech Pullback Could Let Most S&P 500 Outperform
We have the potential to see a large portion of S&P 500 companies out perform in 2026. With the top 10 stocks making up around 40% of the index, even a slight pullback in tech would make this quite easy.
REITs Hit Decade‑Low Valuations: Rare Investor Opportunity
REITs are currently trading at their lowest valuations in decades. The vast majority of investors are not positioned to take advantage of this historic opportunity. 🧵Here's a 'Mini Masterclass' on how to take advantage: