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These ‘Dividend Aristocrat’ Stocks Rack Up Double-Digit Sales Growth
TBHDX ? If so IMHO they rely too much on financials and healthcare companies (read: low yields) in the construction of their portfolio with little to nothing in the usual dividend paying suspects like utilities and telecom. I somewhat understand that since they tend to be a 'value' shop but....
Also, again IMHO, their 'high' dividend is roughly what the S&P 500 pays and their ER cuts that in half. One would be better off in SPY or at least SCHD. For what my non-economic/financial background opinion is worth.
@Mark: TBHDX is supposed to avoid sector concentration; it also deviates slightly from a pure value orientation in pushing the envelope (albeit conservatively) on yield. It is a type of portfolio they have managed before for separate portfolios, and they evolved that into a mutual fund product.
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Seems Tweedy, Browne's Worldwide High Dividend Yield Fund continues to disappoint. Anyone have any insights here?
Also, again IMHO, their 'high' dividend is roughly what the S&P 500 pays and their ER cuts that in half. One would be better off in SPY or at least SCHD. For what my non-economic/financial background opinion is worth.
http://www3.troweprice.com/fb2/fbkweb/composition.do?ticker=PRDGX
Perhaps its too soon to judge it fully, per se.