SYLD
Cambria Shareholder Yield ETF
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VFLO, SYLD, plus their foreign equivalents. Oil and gold also. No long bonds.
Let me give you some options of systematic value investing ETFs, each group with its own methodology (it should be easy finding thorough descriptions of their methodology online in their websites, in podcasts, etc.): 1. Avantis is a rules-based manager that focuses on stocks with small cap, low valuations and high profitability. They have ETFs that are meant to be a substitution for total market funds, but instead of market cap weighting, they tilt towards small cap and value (AVUS, AVDE, AVEM for US, Developed ex US and Emerging Markets). They also have ETFs that focus specifically on value stocks. AVGV for all markets, AVUV for US small cap value, AVDV for Developed ex US small cap value, etc. 2. Cambria has also a sweep of ETFs that focuses on companies with high shareholder yield (dividend, plus buybacks plus paying down debt). SYLD and others. 3. Alpha Architect has two ETFs (QVAL and IVAL) that also focus on value stocks. These ETFs are more concentrated.
Look into $SYLD. Dividends are only one way companies “pay back” shareholders. Net buybacks and debt paid down are other relevant metrics to consider. $SYLD makes a good case for this approach
MOAT, SPGP, OMFL, COWZ, SPHB, SYLD and others have beaten VOO the past five years and obviously could beat it again.
Check out COWZ and SYLD as more expensive competitors. They have better valuations but much more fee drag, I know not exactly the same but they are alternates' to vanilla VOO and growth funds like VONG and they function differently. I know its not exactly what you were looking for. VIG is another more common idea.
If you have a good job, your current portfolio is pretty awful. SCHD has a good recent five years but has been pitiful year to date. It's quite bad for someone your age to have funds that barely breakeven on total return but give you taxable dividends. If you want to pursue the oxymoron of "safe growth", look at ETFs like SPGP ("growth ate a reasonably price"), COWZ ("cash cows"), MOAT, and SYLD. Or just be simple and let the market do the work 50% VOO/ 50% QQQ.
45% equities (15% each in SYLD, FYLD, EYLD), 30% bonds (10% each in BOND, BNDX, VWOB), 15% commodities (BCI), and 10% trend following (DBMF).
Theres jack all BBBY in ETFs so how are they keeping us down right now? ​ |Ticker|ETF|Expense Ratio|Weighting| |:-|:-|:-|:-| |SYLD| Cambria Shareholder Yield ETF|0.59%|1.57%| |RWJ| Invesco S&P SmallCap 600 Revenue ETF|0.39%|1.63%| |LOPX| Direxion Low Priced Stock ETF|0.50%|6.20%| |EWSC|Invesco S&P SmallCap 600® Equal Weight ETF|0.40%|0.34%|
Investing in companies that prioritize returning capital to shareholders is always a good idea. If you want to go a step beyond dividends, there are ETFs that select companies based on shareholder yield, which is a combination of dividends, net share buybacks, and debt reduction. SYLD for US, FYLD for developed foreign, and EYLD for emerging markets.
I recommend looking at shareholder yield as opposed to just dividends. Shareholder yield measures dividends, net buybacks, and debt pay down. SYLD, EYLD, and FYLD all do this for you.
Growth has gone down harder! The spread has gone down a bit, but it is still very attractive. I rotate between AVUV, SLYV, and SYLD for tax loss harvesting but SYLD is my main value exposure. And yes, I do have international and emerging market exposure.
VXUS, ACWX, VXUS. If you’d like a value tilt, you can use a combination of SYLD, FYLD, and EYLD.
Globally diversified portfolio. Have a good mix of stocks, bonds, and commodities. For the stocks and bonds, have a good mix of US, foreign developed market, and foreign emerging market. For example, my portfolio is 60% stocks (split evenly between SYLD, FYLD, and EYLD), 20% bonds (split evenly between BOND, BNDX, and VWOB), and 20% commodities (BCI).
Look into Cambria SYLD, FYLD, EYLD. They focus on dividends / stock buybacks / shareholder yield. So you are getting decent dividends but also some additional yield from the buybacks. I think these would be good option for someone interested in dividends but still in the accumulation phase.
If tech single stock, MSFT. If dividend is best and single stock, CVS, VZ, KHC If energy, dividend, single stock, VLO If sector, not tech, finance VFH, maybe SYLD or MOAT Get out of mutual funds. I’m still holding a bunch of legacy myself, but they aren’t the future.
How old are you? Are you looking to beat the market or actually retire? This is not FA, but a discussion. If retiring consult and pay a financial planner. If trying to beat the market, first skip any ideas of using margin. Second my advise would be don’t bother, just try to match it picking either SPY or QQQ or a 50/50 mix of the two and match the market. If you can time the market, congrats and good luck. (But I doubt you do it focused on HYG, may as well use straight cash) SPY pays 1.25% div, QQQ is at 0.46%. SYLD at 1.4% so not much better than SPY. DVY and VYM are at 3.2% and 2.8% respectively and SDOG is at 3.28%. I have had all of these higher dividend plays at one time or other, usually each trails the SPY over any multiyear period. QQQ of late (2020 in particular) usually matches or exceeds SPY over the long haul, but past performance is no guarantee. A person also might look at the holdings these funds have for individual stock ideas. Plus, as far as bonds go, if the Fed raises rates as seems likely over the next several years, these can go down as easily as stocks. Unless you are over 60 and retiring I wouldn’t touch bonds, but that’s me still at 59. Again go see a FP and ask about annuities.