Quality Value Investing

Quality Value Investing

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Quality Value Investing
Quality Value Investing
Build Portfolio Wealth with Total Return Investing

Build Portfolio Wealth with Total Return Investing

Why and how total return investing serves quality-driven value investors best

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David J. Waldron
Apr 14, 2025
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Quality Value Investing
Quality Value Investing
Build Portfolio Wealth with Total Return Investing
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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.

Chasing High Yields is a Recipe for Junk Equity

Chasing High Yields is a Recipe for Junk Equity

David J. Waldron
·
Apr 10
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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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