We’re featuring a stock that has been in the Safest Dividend Yields Model Portfolio for multiple months.
The featured stock summary is an example of the research we do. It is not a full report, but we do think it is important that you’re able to see our research on stocks on a regular basis.
Our write-up is below. We hope you enjoy it. We hope you find value.
As David shared in a recent training, dividends provide a safe haven in a volatile market, and the stocks in this Model Portfolio have some of the safest dividends in the market.
We update this Model Portfolio monthly, August’s Safest Dividend Yields Model Portfolio, was updated and published for clients on August 21, 2024.
Recap from July’s Picks
On a price return basis, our Safest Dividend Yields Model Portfolio (+2.0%) outperformed the S&P 500 (+1.9%) by 0.1% from July 19, 2024 through August 19, 2024. On a total return basis, the Model Portfolio (+2.5%) outperformed the S&P 500 (+1.9%) by 0.6% over the same time. The best performing large-cap stock was up 11%, and the best performing small-cap stock was up 11%. Overall, 10 out of the 18 Safest Dividend Yield stocks outperformed their respective benchmarks (S&P 500 and Russell 2000) from July 19, 2024 through August 19, 2024.
This report leverages our cutting-edge Robo-Analyst technology to deliver proven-superior[1] fundamental research and support more cost-effective fulfillment of the fiduciary duty of care.
This Model Portfolio only includes stocks that earn an Attractive or Very Attractive rating, have positive free cash flow (FCF) and economic earnings, and offer a dividend yield greater than 3%. Companies with strong free cash flow provide higher quality and safer dividend yields because strong FCF supports the dividend. We think this portfolio provides a uniquely well-screened group of stocks that can help clients outperform.
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