Tag - downside risk

Advice to the Advisors

Bulldog wearing a tie | Dogs of the Dow | Sheaff Brock

Different Takes on “Dogs of the Dow”—Part Two

The long-time appeal of the “Dogs of the Dow” concept, Gordon Scott of investopedia.com postulates, is that “it presents a straightforward formula approach.” Out of the 30 stocks that make up the Dow Jones Industrial Average, investors, at the start of each year, select those ten with the highest dividend yield. Based on the principle that the dividend payout can be used as a measure of the average worth of the company, a high yield is seen as signaling [...]

Advice to the Advisors

Lens Viewing Downside Risk Analysis | Sheaff Brock Institutional Group

Innovative Research Approach Sees Stocks Through a Different Lens

As the longest bull market in history continues its (generally) upward trajectory, and as debates rage about recent “corrections,” Sheaff Brock portfolio managers continue to focus on analyzing and managing downside risk. Motley Fool, by the way, reminds investors of 5 very important things about corrections: 1. They happen. 2. They rarely last long. 3. We can’t reliably predict them. 4. They only matter in the short term. 5. They represent great buying opportunities. Keeping all five of those “tenets” in [...]

Advice to the Advisors

Sheaff Brock Institutional Group | REITs investing | real estate income and growth portfolio

Why the Timing’s so Right for REITs

There’s nothing “new” about Real Estate Investment Trusts, companies that own and manage income-producing real estate. In fact, REITs came on the scene more than sixty years ago and have increased in popularity with income-seeking investors. Since, by law, REITs are required to maintain dividend payout ratios of at least 90%, the dividend yield can represent a strong advantage over both equities and bonds. Investing in REITs also offers simplified tax treatment as compared with direct ownership of income-producing [...]