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Old 10-23-2013, 10:06 AM
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Quote:
Originally Posted by thevillagesinvesting View Post
Be careful about chasing high dividends.

1) They are not a replacement for the safety of bonds.

Yes, bond yields are very low but since 1928, the S&P 500 has lost money about 28% of the time. The last 2 recessions, stocks have lost about 40% to 50% of their value.

Since 1952, the max 1 year loss for a high dividend strategy was -35%, max 2 year loss was -39% and max 3 year loss was -33%!

In 2008 recession:
- 40% VTI, 10% VXUS, 5% VWO, 45% BND = -18.35% return
- 50% Wellington and 50% Wellesley = -22%
- equal weight MO, GSK, T, BP, SO = -22.28%


2) High dividends are a relatively inefficient way to target value investing.

Be careful.

Good luck.
These facts prove my point. In the 2008 recession the DOW and S&P both fell over 50% while this mix fell only 18%. And he failed to mention that since 2008 that mix has recovered 200%.

If you need the money today buy CD's. Best rates are from places like Ally on line banks. Do a ladder of 1 through 5 year CD's. They even have a "raise your rate" CD if rates go up. If you have 10 years or more of income requirements then a broad mix of low cost index funds is the best answer.
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