The Triumphant Trio of Dividend Stocks
Your path to reliable passive income that will continue growing on itself.
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Happy Monday!
Let’s start the week off strong.
👉 Index fund performance - what recession?
👉 Notable market moves - is Disney a buy?
👉 The Triumphant Trio - the money makers
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Weekly Market Update 🗒️💡
Indexes
The S&P 500 added 0.77% this week closing at its highest level since March 2022, while the Dow rose 2.4%. The Nasdaq also saw gains of 0.38%. This marks the 5th consecutive week of gains for the 3 indexes.
Breaking it down:
Dow Jones Industrial Average:
Gained 8.8% in November for its best month since October 2022
Up 8.5% for the year
Sits 2.7% off of its record high
S&P 500:
Jumped 8.9% for the month to post its best monthly performance since July 2022
Up 19% in 2023
Sits 5.2% off its record high
Nasdaq:
Surged 10.7% in November for its best month since July 2022
Up 35.9% in 2023
Sits 12.3% off its record high
Bank of America S&P 500 Forecast
The Bank of America believes the S&P 500 will reach 5,000 by the end of 2024, noting that Wall Street has already passed a point of maximum macro uncertainty.
The S&P 500 trades at 4,594.63 at the time of writing.
Notable Market Moves (Friday, December 1st)
Tesla — Tesla shares fell less than 1% amid the long-anticipated Cybertruck delivery launch event Thursday in Texas.
Disney — Disney shares traded flat after the company reinstated its dividend at 30 cents per share.
Alibaba — Alibaba shares fell 2% after Morgan Stanley downgraded the China-based e-commerce company, citing a slower-than-expected turnaround in its cloud business.
Ever felt lost when it comes to investing your money?
Navigating through the uncharted waters of the stock market can be daunting, but here's a secret…
The path to financial freedom starts with a strategic approach, especially in the world of dividend investing.
In a world chasing quick gains where everyone wants results yesterday…
Dividend investing emerges as a beacon of stability, promising a steady stream of passive income that could one day replace your entire salary.
Picture this:
Reliable earnings, minimal sensitivity to economic downturns, and growing dividends rolling into your account.
Sound good?
Then let's dive into the three powerhouse sectors that could make it happen.
The Triumphant Trio: Utilities, Consumer Staples, Real Estate.
Why these? Their track record speaks volumes:
Utilities: 5-year annualized total return of 5.77%.
Consumer Staples: 5-year annualized total return of 8.22%.
Real Estate: 5-year annualized total return of 7.71%.
Current yields? Even more impressive:
Utilities: Average dividend yield of 3.55% (higher than the S&P 500's 1.62%).
Consumer Staples: Average dividend yield of 2.93% (also higher than the S&P 500).
Real Estate: Average dividend yield of 3.86% (the highest among the three sectors).
Additionally, they hold unique advantages and opportunities for you as a dividend investor: