Build Portfolio Wealth with Total Return Investing
Why and how total return investing serves quality-driven value investors best
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Contributing editor’s note: This Quality Value Investing (QVI) newsletter post on total return investing is a follow-up to the recent post on forward high-yield investing.
Rational, disciplined, and patient investors remain steadfast in their commitment to dividend value investing and total returns derived from capital gains and dividend income.
Chasing dividend yields and non-dividend growth can lead to poor investments. Build wealth with total-return investing — a combination of capital gains and income. Therefore, we can focus on bucket list items in retirement rather than higher dividend payouts.
I rebalance our family portfolio about once a year by adjusting the holdings to maintain an equal-weighted asset allocation, treating it as a total-return vehicle rather than one focused only on income. Remember, dividends provide short-term compensation as we wait for capital appreciation of the stock price over time.
This post explains why total return is best for quality-driven value investors.
Practice Total-Return Investing
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