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Recent Articles
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The Best Years Are Ahead
Apr 7, 2021
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The wind is at our backs. The Federal Reserve, Treasury, and regulatory bodies of the U.S. may have no choice but to keep U.S. markets moving higher. The likelihood of the S&P 500 reaching 2,000 ever again seems remote, and I would not be surprised to see 5,000 on the S&P 500 before we see 2,500-3,000, if the latter may be in the cards. The S&P 500 is trading at ~4,100 at the time of this writing. The high end of our fair value range on the S&P 500 remains just shy of 4,000, but I foresee a massive shift in long-term capital out of traditional bonds into equities this decade (and markets to remain overpriced for some time). Bond yields are paltry and will likely stay that way for some time, requiring advisors to rethink their asset mixes. The stock market looks to be the place to be long term, as it has always been. With all the tools at the disposal of government officials, economic collapse (as in the Great Depression) may no longer be even a minor probability in the decades to come--unlike in the past with the capitalistic mindset that governed the Federal Reserve before the “Lehman collapse."
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Our Equity Component Is Hard to Pass Up
Apr 6, 2021
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The average monthly returns and standard deviation of returns for the simulated Best Ideas Newsletter portfolio relative to its declared benchmark, the S&P 500 (SPY), on an apples-to-apples basis, from inception, May 11, 2011, through December 15, 2017, with dividends collected but not reinvested for both the newsletter portfolio and the SPY. Returns are hypothetical. Past performance is not an indication of future performance. The hypothetical returns do not represent returns that any investor actually attained and do not include management or trading fees. Valuentum is a financial publisher.
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Dividend Increases/Decreases for the Week April 2
Apr 2, 2021
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Let's take a look at companies that raised/lowered their dividend this week.
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Members Only: The April Edition of the Dividend Growth Newsletter Is Now Available
Apr 1, 2021
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Valuentum's Dividend Growth Newsletter Portfolio
Apr 1, 2021
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We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
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