Is Your Investing Strategy Outdated?

The rules for income investors have changed. Here's how to adapt without sacrificing growth... ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

AN OXFORD CLUB PUBLICATION

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View in browser EDITOR'S NOTE Director of Trading Anthony Summers is a big proponent of dividends and value investing... so you can imagine my surprise when I read his column below. Keep scrolling for the latest research from our friends at our sister e-letter Wealthy Retirement... Even more shocking, though, was this recent video from Chief Income Strategist Marc Lichtenfeld. Marc literally wrote the book on conservative dividend strategies - an award-winning book, for that matter - but as you'll see, his latest video is... quite different. Click here to learn about what Marc calls "America's $34 trillion moonshot." - Nicole Labra, Senior Managing Editor THE SHORTEST WAY TO A RICH LIFE Why Your Old Dividend Strategy Might Be Failing You Anthony Summers, Director of Trading, The Oxford Club Something strange has happened to the stock market over the past few years. The S&P 500's dividend yield has dropped to 1.23% - the lowest level we've seen since 2001. And it's not just because stock prices have gone up. The market has fundamentally changed in ways that many income-focused investors haven't fully grasped yet. Let me explain why this matters and what you can do about it. SPONSORED Five Dividend Stocks to Buy Now (FREE INSIDE) Marc Lichtenfeld - income expert and author of Get Rich with Dividends - is giving away his Ultimate Dividend Package... Completely free of charge! Seriously, no credit card required. Inside, you'll get the names and ticker symbols of his TOP FIVE dividend stocks right now, including... An "A"-rated, ultra-safe dividend stock with a huge 8% yield Three of Marc's favorite "Extreme Dividend" stocks, which could supercharge your income And finally, his No. 1 dividend stock for a LIFETIME of income. Click here before the download link expires. Think back to the old days, when you could build a solid retirement portfolio around blue chip dividend stocks. Companies like Coca-Cola, AT&T, and Procter & Gamble were the backbone of many income portfolios. Those days are fading fast. The S&P 500 looks completely different today than it did just a decade ago. Technology companies, which made up about 18% of the index in 2014, now account for more than 30%. Meanwhile, consumer staples and utilities, two mainstays for dividend investors, make up just 5.4% and 2.4%, respectively. This shift toward tech has dramatically changed what it means to be a dividend investor. Why? Because tech companies typically pay very small dividends - if any at all. Instead of paying out their excess cash to shareholders, they prefer to reinvest it into growth or buy back shares. Even more telling is what's happened to so-called high-dividend strategies. If you buy a high-dividend ETF today, you might be surprised to learn that "high" now means about 2.7%. That's a far cry from the 4% to 5% yields these strategies used to deliver. Think about that for a minute. Even if you explicitly focus on dividend-paying stocks, you're still looking at yields well below what you can get from a simple Treasury bond these days. For the first time in over a decade, bonds are actually paying more than dividend stocks. SPONSORED 99% of Americans are about to miss the BIGGEST potential winner of the NEXT phase of the AI boom... One source says it's "changing the world, but still flying under the radar for the mainstream financial media." And it's not ANY of the over-hyped, over-priced AI companies Wall Street tell you are a "must buy..." DETAILS HERE But here's the real kicker: To get those higher dividend yields, you often have to give up exposure to the market's fastest-growing companies. Most dividend funds have only tiny allocations to technology stocks - the very sector that's been driving much of the market's growth and innovation. This puts income investors in a tough spot. Do you chase yields and potentially miss out on growth? Or do you accept lower yields in hopes of capturing bigger capital gains? There's no easy answer, but there is a smarter way to think about it. Instead of focusing solely on dividends, investors need to look at their total return potential - combining modest dividend yields with bond income and potential price appreciation. Consider this three-pronged approach: Build a core portfolio in dividend payers with strong fundamentals and growing payouts. Include a very healthy dose of bonds, which are now offering some of the highest yields we've seen in a decade. Add a strategic allocation in growth stocks (yes, even those tech companies with little to no yield). This might feel like heresy to investors who primarily seek out dividend income. But the market has changed, and our strategies need to change with it. Of course, change is the nature of investing. As market conditions shift, so should your portfolio strategy. Adaptability is essential to long-term success, so don't let old rules of thumb keep you from adapting to new market realities. The days of exclusively living off of stock dividends may be over, but that doesn't mean you can't build a solid income portfolio. Remember, successful investing isn't about clinging to what worked in the past - it's about understanding how markets evolve and adjusting your strategy accordingly. Today's market may not be as friendly to traditional dividend investing as it once was, but it still offers plenty of opportunities for those who are willing to keep an open mind. Be excellent, Anthony P.S. My colleague Marc Lichtenfeld, our Chief Income Strategist here at The Oxford Club, has been researching one particular growth opportunity for quite a while now. He says it's related to a $34 trillion advancement that could reshape the globe in ways we have never seen before. He reveals the details in a brand-new video. Click here to watch it. BUILD AND PROTECT YOUR WEALTH Exploiting Wall Street's "Hidden Calendar Quirk" How We Turned a Multi-Week Meltdown Into a Buy Opportunity President Trump's Blueprint for America's Transformation Two Companies I'm Watching if Oil Prices Pump MORE FROM LIBERTY THROUGH WEALTH How Political Insiders Outperform Corporate Insiders Why the Federal Debt Is a Danger... Not a Delusion One Fund to Own in the Semiconductor Sector Right Now 3 Tips to Stop Losing Sleep Over Your Money JOIN THE CONVERSATION Facebook LinkedIn Email Share SPONSORED Trump's Favorite AI Energy Stock?? It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it? Get the details on #1 AI energy stock here. You are receiving this email because you subscribed to Liberty Through Wealth. Liberty Through Wealth is published by The Oxford Club. Questions? Check out our FAQs. Trying to reach us? Contact us here. 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