S&P Dividend Aristocrats tsim nyog tau txais kev pab ntau dua.
Cov no yog cov tuam txhab uas tau nce lawv cov nyiaj tau los tsis tu ncua nyob rau hauv lub xyoo - lawv yog cov nyiaj faib nyiaj, raws li nws tau ua. Raws li ib pab pawg, lawv tau ua tau zoo nyob rau lub sijhawm ntev. Thiab lawv tuav tau zoo nyob rau hauv 2022, ib lub xyoo uas dav indexes poob rau hauv lub lag luam dais.
Hauv qab no yog ib qho screen ntawm 15 Aristocrats uas tau tsa nyiaj faib ntau tshaj tsib xyoos dhau los. Muaj lwm daim ntawv teev npe qhia tias cov khoom lag luam zoo li cas hauv ib xyoos dhau los hauv qhov kev tshuaj ntsuam zoo sib xws tau ua tiav.
Txawm hais tias kev tsom mus rau cov nyiaj tau los, txoj hauv kev zoo tshaj plaws los xav txog Aristocrats yuav yog qhov kev loj hlob mus sij hawm ntev. Thawj pab pawg neeg laus tshaj plaws ntawm Aristocrats taug qab los ntawm S&P Dow Jones Indices yog cov txheej txheem ntawm 64 lub tuam txhab hauv S&P 500 Dividend Aristocrats Index
SP50DIV,
-0.08%.
Cov no yog cov tuam txhab nyob rau hauv tus qauv S&P 500
SPX,
-0.08%
uas tau tsa cov nyiaj faib tsis tu ncua tsawg kawg 25 xyoo sib law liag. Qhov ntawd tsuas yog qhov yuav tsum tau ua - nws ua rau tsis muaj qhov sib txawv npaum li cas cov nyiaj tau los ntawm cov nyiaj tau los.
Ib txoj hauv kev los ua si S&P 500 Dividend Aristocrats ua ib pab pawg yog tuav cov koom nrog ProShares S&P 500 Dividend Aristocrats ETF
NOOB,
-0.39%,
uas tau tsim nyob rau hauv 2013. Yog li ntawm no yog qhov sib piv ntawm tag nrho cov nyiaj rov qab, nrog cov nyiaj faib rov qab, rau NOBL, S&P 500 Dividend Aristocrats Index thiab SPDR S&P 500 ETF Trust
Soj,
-0.06%
rau ntau lub sijhawm mus txog Lub Ib Hlis 6:
| ETF los yog Index | 1 xyoo | 3 xyoo | 5 xyoo | 10 xyoo | 15 xyoo | 20 xyoo |
| ProShares S&P 500 Sib Koom Nrog Aristocrats ETF | -4% | 30% | 58% | N / A | N / A | N / A |
| S&P 500 Sib Koom Nrog Aristocrats | -4% | 32% | 61% | 235% | 437% | 751% |
| SPDR S&P 500 ETF Ntseeg | -16% | 26% | 55% | 219% | 269% | 513% |
| Source: FactSet |
Yog tias peb tau khiav qhov kev sib piv zoo sib xws thaum lub sijhawm ua lag luam bull ntev, Dividend Aristocrats yuav tsis zoo li ntawd. Piv txwv li, rau tsib xyoos txog 2021, NOBL rov qab 103%, thaum SPY rov qab 132%. Xyoo tas los 18% poob rau SPY ua qhov sib txawv heev.
Qhov zoo tshaj plaws dividend compounders
Yog tias koj tab tom tsim lub zes qe rau cov nyiaj laus, muaj feem yuav yog koj yuav xav hloov koj qhov kev tsom mus rau cov nyiaj tau los ntawm qee qhov chaw. Koj tuaj yeem xaiv cov khoom lag luam nrog cov nyiaj tau los siab, tab sis qhov nyiaj tau los siab tam sim no tuaj yeem yog lub cim qhia tias cov tub ua lag luam tsis ntseeg siab tias lub tuam txhab tuaj yeem tswj hwm nws cov nyiaj faib - yog tias tus nqi Tshuag tau poob, cov nyiaj faib tawm tau nce mus, tsawg kawg txog thaum them nyiaj. yog txiav.
Yog tias koj tuav cov khoom lag luam ntau xyoo, thiab ib lub tuam txhab nce nws cov nyiaj faib tawm txhua xyoo, koj tuaj yeem tsim cov nyiaj tau los nrog cov txiaj ntsig zoo nkauj - txheeb ze rau tus nqi koj tau them rau cov nyiaj xyoo dhau los.
Piv txwv li, yog tias koj yuav shares ntawm AbbVie Inc.
ABVV,
-2.94%
ntawm qhov kaw thaum Lub Ib Hlis 6, 2018, koj tau them $ 101.11 rau koj cov shares. Qhov nyiaj faib txhua xyoo nyob rau lub sijhawm ntawd yog $ 2.84 ib feem, yog li koj cov nyiaj tau los yog 2.81%. Cov nyiaj faib txhua xyoo tam sim no yog $ 5.92 ib feem thiab cov khoom lag luam kaw ntawm $ 166.55 thaum Lub Ib Hlis 6, 2023. Yog li tam sim no cov txiaj ntsig ntawm cov khoom lag luam yog 3.55%, tab sis cov txiaj ntsig ntawm koj cov hnub nyoog tsib xyoos yog 5.86%. Lub caij no, cov khoom lag luam tau nce 65%. Thiab yog tias koj rov nqis peev koj cov nyiaj faib rau tsib xyoos, cov khoom lag luam tau rov qab los 108%, uas yog ob npaug ntawm S&P 500 rov qab rau tib lub sijhawm.
Yog li ntawm no yog ib qho screen nthuav dav tshiab los saib cov kev loj hlob txhua xyoo (CAGR). Lub sijhawm no, peb tab tom nthuav dav dhau ntawm S&P 500 Dividend Aristocrats kom suav nrog ob pawg ntawm cov tuam txhab uas tsis tu ncua nce nyiaj them, raws li tau taug qab los ntawm S&P Dow Jones Indices:
- S&P 400 Dividend Aristocrats Index muaj 45 cov khoom lag luam ntawm cov tuam txhab uas tau nce cov nyiaj faib rau tsawg kawg 15 xyoo sib law liag, kos los ntawm S&P Mid Cap 400 Index
MID,
+ 0.60%.
Nws tau taug qab los ntawm ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL,
-0.57%. - S&P High Yield Dividend Aristocrats Index
SPHYDA,
-0.55%
yog tsim los ntawm 119 cov khoom lag luam hauv S&P Composite 1500 Index
SP1500,
-0.07%
uas tau nce nyiaj faib rau tsawg kawg 20 xyoo ncaj. Nws tau taug qab los ntawm SPDR S&P Dividend ETF
SDY,
-0.53%.
S&P Composite 1500 yog ua ke ntawm S&P 500, S&P Mid Cap 400 thiab S&P 600 Small Cap Index
SML,
+ 0.01%.
Yog li S&P High Yield Dividend Aristocrats Index suav nrog tag nrho cov khoom lag luam hauv S&P 500 Dividend Aristocrats Index. Tab sis nws tsis suav qee qhov uas nyob hauv S&P 400 Dividend Aristocrats Index. Lub npe ntawm High Yield Dividend Aristocrats Index tsis meej pem vim hais tias cov yields tsis tas yuav siab - lawv muaj li ntawm 0.33% mus rau 6.91%.
Ua ke, muaj 134 S&P Dividend Aristocrats.
Rau peb qhov kev txheeb xyuas kev loj hlob ntawm cov nyiaj tau los, peb tau saib cov nyiaj faib tawm tsis tu ncua tsib xyoos dhau los kom nqaim cov npe mus rau 74 uas tau txais cov nyiaj tau los ntawm tsawg kawg yog 2.00% thaum lub sijhawm ntawd.
Ntawm 74 lub tuam txhab, ntawm no yog 15 uas tau nce lawv cov nyiaj faib nyiaj ntau tshaj tsib xyoos dhau los. Daim ntawv teev npe yog txheeb los ntawm tsib xyoos CAGR rau cov nyiaj faib tawm txhua xyoo:
| lub tuam txhab | Ticker | Tsib-xyoo nyiaj faib CAGR | Dividend yield ntawm shares yuav tsib xyoos dhau los | Dividend yield - tsib xyoos dhau los | Cov nyiaj faib tawm tam sim no | Tus nqi hloov pauv - 5 xyoo | Tag nrho rov qab - 5 xyoos |
| T. Cov Nyiaj Pab Pawg Rowe | TXOJ KEV,
+ 2.28% | 16.05% | 4.48% | 2.13% | 4.27% | 5% | 23% |
| AbbVie Inc. | ABVV,
-2.94% | 15.82% | 5.86% | 2.81% | 3.55% | 65% | 108% |
| Williams-Sonoma Inc. | NWS,
-1.28% | 14.87% | 5.85% | 2.93% | 2.52% | 132% | 163% |
| Tsis Siv Neeg Cov Ntaub Ntawv Ua Inc. | ADP,
-0.27% | 14.69% | 4.23% | 2.13% | 2.08% | 103% | 125% |
| Fastenal Co. | Ceev ceev,
+ 0.71% | 14.14% | 4.52% | 2.33% | 2.60% | 73% | 98% |
| Aflac Inc. | AFL,
-3.24% | 13.30% | 3.74% | 2.01% | 2.28% | 65% | 86% |
| Phiaj Corp. | TSO,
-2.37% | 11.74% | 6.49% | 3.73% | 2.70% | 141% | 171% |
| NextEra Zog Inc. | NEEB,
+ 0.50% | 11.59% | 4.48% | 2.59% | 2.03% | 121% | 147% |
| Cua Khoom thiab Chemical Inc. | APD,
+ 0.48% | 11.26% | 3.85% | 2.26% | 2.09% | 84% | 107% |
| Prosperity Bancshares Inc. | PB,
-1.21% | 8.85% | 3.16% | 2.07% | 2.96% | 7% | 22% |
| Cullen / Frost Bankers Inc. | CFR,
-2.27% | 8.83% | 3.64% | 2.38% | 2.58% | 41% | 62% |
| Atmos Energy Corp. | ATO,
+ 1.12% | 8.82% | 3.56% | 2.33% | 2.63% | 35% | 52% |
| McDonald's Corp. | MCD, Cov
-0.82% | 8.52% | 3.49% | 2.32% | 2.26% | 55% | 74% |
| McCormick & Co. Inc. | MKC,
-1.96% | 8.45% | 3.03% | 2.02% | 1.81% | 67% | 81% |
| Hanover Insurance Group Inc. | THG,
-2.45% | 8.45% | 3.01% | 2.01% | 2.34% | 29% | 52% |
| Source: FactSet |
Nyem rau ntawm tus zauv kom paub ntau ntxiv txog txhua lub tuam txhab.
Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv pub dawb ntawm nplooj ntawv MarketWatch quote.
Ntawm cov 15 Aristocrats no, 11 tau kov yeej S&P 500's tsib xyoos tag nrho rov qab los.
Saib rov qab ntawm daim ntawv teev npe xyoo tas los
Ib xyoos dhau los peb tau khiav ib qho screen zoo sib xws txhawm rau sau 12 tus neeg them nyiaj zoo tshaj plaws ntawm S&P 500 Dividend Aristocrats rau tsib xyoos txog 2021. (Kaum ntawm cov khoom lag luam no kuj tshwm sim hauv cov npe tshiab, saum toj no.)
Tawm hauv daim ntawv teev npe tib yam lawv tau nthuav tawm ib xyoos dhau los, ntawm no yog li cas 12 Aristocrats tau teev tseg tom qab ntawd nyob rau xyoo 2021, raws li S&P 500 tsis kam 19% nrog cov nyiaj faib rov qab:
| lub tuam txhab | Ticker | 2022 tag nrho rov qab los |
| AbbVie Inc. | ABVV,
-2.94% | 24% |
| T. Cov Nyiaj Pab Pawg Rowe | TXOJ KEV,
+ 2.28% | -42% |
| Illinois Tuam Ua Haujlwm Inc. | NWS,
+ 0.00% | -8% |
| Aflac Inc. | AFL,
-3.24% | 26% |
| Tsis Siv Neeg Cov Ntaub Ntawv Ua Inc. | ADP,
-0.27% | -1% |
| Abbott Laboratories | AB,
-0.16% | -21% |
| NextEra Zog Inc. | NEEB,
+ 0.50% | -9% |
| Cua Khoom thiab Chemical Inc. | APD,
+ 0.48% | 4% |
| McCormick & Co. Inc. | MCK,
-1.06% | -13% |
| Atmos Energy Corp. | ATO,
+ 1.12% | 10% |
| Phiaj Corp. | TSO,
-2.37% | -34% |
| McDonald's Corp. | MCD, Cov
-0.82% | 1% |
| Source: FactSet |
Cuaj kaum ntawm 12 qhov zoo tshaj plaws compounders ntawm S&P 500 Dividend Aristocrats rau tsib xyoos txog 2021 ua tau zoo tshaj S&P 500 thaum xyoo 2022.
Nco tsis tau: 20 cov khoom lag luam xav tau los ntawm Goldman Sachs kom tau txais txiaj ntsig ntau tshaj plaws los ntawm Washington kev siv hluav taws xob huv
Cov 15 Dividend Aristocrat cov khoom lag luam no yog cov tsim cov nyiaj tau los zoo tshaj plaws
S&P Dividend Aristocrats tsim nyog tau txais kev pab ntau dua.
Cov no yog cov tuam txhab uas tau nce lawv cov nyiaj tau los tsis tu ncua nyob rau hauv lub xyoo - lawv yog cov nyiaj faib nyiaj, raws li nws tau ua. Raws li ib pab pawg, lawv tau ua tau zoo nyob rau lub sijhawm ntev. Thiab lawv tuav tau zoo nyob rau hauv 2022, ib lub xyoo uas dav indexes poob rau hauv lub lag luam dais.
Hauv qab no yog ib qho screen ntawm 15 Aristocrats uas tau tsa nyiaj faib ntau tshaj tsib xyoos dhau los. Muaj lwm daim ntawv teev npe qhia tias cov khoom lag luam zoo li cas hauv ib xyoos dhau los hauv qhov kev tshuaj ntsuam zoo sib xws tau ua tiav.
Txawm hais tias kev tsom mus rau cov nyiaj tau los, txoj hauv kev zoo tshaj plaws los xav txog Aristocrats yuav yog qhov kev loj hlob mus sij hawm ntev. Thawj pab pawg neeg laus tshaj plaws ntawm Aristocrats taug qab los ntawm S&P Dow Jones Indices yog cov txheej txheem ntawm 64 lub tuam txhab hauv S&P 500 Dividend Aristocrats Index
-0.08% .
-0.08%
SP50DIV,
Cov no yog cov tuam txhab nyob rau hauv tus qauv S&P 500
SPX,
uas tau tsa cov nyiaj faib tsis tu ncua tsawg kawg 25 xyoo sib law liag. Qhov ntawd tsuas yog qhov yuav tsum tau ua - nws ua rau tsis muaj qhov sib txawv npaum li cas cov nyiaj tau los ntawm cov nyiaj tau los.
Ib txoj hauv kev los ua si S&P 500 Dividend Aristocrats ua ib pab pawg yog tuav cov koom nrog ProShares S&P 500 Dividend Aristocrats ETF
-0.39% ,
-0.06%
NOOB,
uas tau tsim nyob rau hauv 2013. Yog li ntawm no yog qhov sib piv ntawm tag nrho cov nyiaj rov qab, nrog cov nyiaj faib rov qab, rau NOBL, S&P 500 Dividend Aristocrats Index thiab SPDR S&P 500 ETF Trust
Soj,
rau ntau lub sijhawm mus txog Lub Ib Hlis 6:
Yog tias peb tau khiav qhov kev sib piv zoo sib xws thaum lub sijhawm ua lag luam bull ntev, Dividend Aristocrats yuav tsis zoo li ntawd. Piv txwv li, rau tsib xyoos txog 2021, NOBL rov qab 103%, thaum SPY rov qab 132%. Xyoo tas los 18% poob rau SPY ua qhov sib txawv heev.
Qhov zoo tshaj plaws dividend compounders
Yog tias koj tab tom tsim lub zes qe rau cov nyiaj laus, muaj feem yuav yog koj yuav xav hloov koj qhov kev tsom mus rau cov nyiaj tau los ntawm qee qhov chaw. Koj tuaj yeem xaiv cov khoom lag luam nrog cov nyiaj tau los siab, tab sis qhov nyiaj tau los siab tam sim no tuaj yeem yog lub cim qhia tias cov tub ua lag luam tsis ntseeg siab tias lub tuam txhab tuaj yeem tswj hwm nws cov nyiaj faib - yog tias tus nqi Tshuag tau poob, cov nyiaj faib tawm tau nce mus, tsawg kawg txog thaum them nyiaj. yog txiav.
Yog tias koj tuav cov khoom lag luam ntau xyoo, thiab ib lub tuam txhab nce nws cov nyiaj faib tawm txhua xyoo, koj tuaj yeem tsim cov nyiaj tau los nrog cov txiaj ntsig zoo nkauj - txheeb ze rau tus nqi koj tau them rau cov nyiaj xyoo dhau los.
Piv txwv li, yog tias koj yuav shares ntawm AbbVie Inc.
-2.94%
ABVV,
ntawm qhov kaw thaum Lub Ib Hlis 6, 2018, koj tau them $ 101.11 rau koj cov shares. Qhov nyiaj faib txhua xyoo nyob rau lub sijhawm ntawd yog $ 2.84 ib feem, yog li koj cov nyiaj tau los yog 2.81%. Cov nyiaj faib txhua xyoo tam sim no yog $ 5.92 ib feem thiab cov khoom lag luam kaw ntawm $ 166.55 thaum Lub Ib Hlis 6, 2023. Yog li tam sim no cov txiaj ntsig ntawm cov khoom lag luam yog 3.55%, tab sis cov txiaj ntsig ntawm koj cov hnub nyoog tsib xyoos yog 5.86%. Lub caij no, cov khoom lag luam tau nce 65%. Thiab yog tias koj rov nqis peev koj cov nyiaj faib rau tsib xyoos, cov khoom lag luam tau rov qab los 108%, uas yog ob npaug ntawm S&P 500 rov qab rau tib lub sijhawm.
Yog li ntawm no yog ib qho screen nthuav dav tshiab los saib cov kev loj hlob txhua xyoo (CAGR). Lub sijhawm no, peb tab tom nthuav dav dhau ntawm S&P 500 Dividend Aristocrats kom suav nrog ob pawg ntawm cov tuam txhab uas tsis tu ncua nce nyiaj them, raws li tau taug qab los ntawm S&P Dow Jones Indices:
MID,
Nws tau taug qab los ntawm ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL,
SPHYDA,
yog tsim los ntawm 119 cov khoom lag luam hauv S&P Composite 1500 Index
SP1500,
uas tau nce nyiaj faib rau tsawg kawg 20 xyoo ncaj. Nws tau taug qab los ntawm SPDR S&P Dividend ETF
SDY,
S&P Composite 1500 yog ua ke ntawm S&P 500, S&P Mid Cap 400 thiab S&P 600 Small Cap Index
SML,
Yog li S&P High Yield Dividend Aristocrats Index suav nrog tag nrho cov khoom lag luam hauv S&P 500 Dividend Aristocrats Index. Tab sis nws tsis suav qee qhov uas nyob hauv S&P 400 Dividend Aristocrats Index. Lub npe ntawm High Yield Dividend Aristocrats Index tsis meej pem vim hais tias cov yields tsis tas yuav siab - lawv muaj li ntawm 0.33% mus rau 6.91%.
Ua ke, muaj 134 S&P Dividend Aristocrats.
Rau peb qhov kev txheeb xyuas kev loj hlob ntawm cov nyiaj tau los, peb tau saib cov nyiaj faib tawm tsis tu ncua tsib xyoos dhau los kom nqaim cov npe mus rau 74 uas tau txais cov nyiaj tau los ntawm tsawg kawg yog 2.00% thaum lub sijhawm ntawd.
Ntawm 74 lub tuam txhab, ntawm no yog 15 uas tau nce lawv cov nyiaj faib nyiaj ntau tshaj tsib xyoos dhau los. Daim ntawv teev npe yog txheeb los ntawm tsib xyoos CAGR rau cov nyiaj faib tawm txhua xyoo:
Nyem rau ntawm tus zauv kom paub ntau ntxiv txog txhua lub tuam txhab.
Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv pub dawb ntawm nplooj ntawv MarketWatch quote.
Ntawm cov 15 Aristocrats no, 11 tau kov yeej S&P 500's tsib xyoos tag nrho rov qab los.
Saib rov qab ntawm daim ntawv teev npe xyoo tas los
Ib xyoos dhau los peb tau khiav ib qho screen zoo sib xws txhawm rau sau 12 tus neeg them nyiaj zoo tshaj plaws ntawm S&P 500 Dividend Aristocrats rau tsib xyoos txog 2021. (Kaum ntawm cov khoom lag luam no kuj tshwm sim hauv cov npe tshiab, saum toj no.)
Tawm hauv daim ntawv teev npe tib yam lawv tau nthuav tawm ib xyoos dhau los, ntawm no yog li cas 12 Aristocrats tau teev tseg tom qab ntawd nyob rau xyoo 2021, raws li S&P 500 tsis kam 19% nrog cov nyiaj faib rov qab:
Cuaj kaum ntawm 12 qhov zoo tshaj plaws compounders ntawm S&P 500 Dividend Aristocrats rau tsib xyoos txog 2021 ua tau zoo tshaj S&P 500 thaum xyoo 2022.
Nco tsis tau: 20 cov khoom lag luam xav tau los ntawm Goldman Sachs kom tau txais txiaj ntsig ntau tshaj plaws los ntawm Washington kev siv hluav taws xob huv
Tau qhov twg los: https://www.marketwatch.com/story/these-15-dividend-aristocrat-stocks-have-been-the-best-income-builders-11673286478?siteid=yhoof2&yptr=yahoo