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  • 5 Simple Ways To Beat The Market: Part 5 Of 5 [View article]
    Thanks for reading Pkeda - welcome to Seeking Alpha
    Apr 24, 2015. 07:22 PM | Likes Like |Link to Comment
  • Takeaways From A Historic Week In The Bond Market: Buffett's Bonds [View article]
    Could only further integration between the U.S. and European capital markets
    Mar 9, 2015. 07:49 PM | 2 Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Briar - this article discusses the performance of the equal-weighted S&P 500:

    http://seekingalpha.co...
    Mar 7, 2015. 03:54 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Lots of very good comments from the readership on this article. I think a variety of opinions adds needed depth to the discussion. Thanks to all for reading and commenting.
    Mar 6, 2015. 06:51 PM | 3 Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    I agree vgeorge - when the Fed does start raising rates, the pace could be slow and the terminal rate that they reach in this business cycle will not approach the 5.25% we saw in the last cycle - even the 3.5%-4% long-term target for Fed Funds rate in the FOMC projections appears high today.
    Mar 6, 2015. 06:50 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Certainly, -8% is not a rout when you factor in riskier asset classes, but as you point out this was a historically bad year for Treasuries.
    Mar 6, 2015. 06:48 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Please link the article Dave
    Mar 6, 2015. 06:45 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    Subdued interest rates and stocks at all-time high with expanded multiples is an historic anomaly. Usually when stocks are making new highs, we see higher interest rates to account for inflationary pressures in the economy - not the case in 2015.
    Mar 6, 2015. 06:44 PM | 4 Likes Like |Link to Comment
  • The Dividend Aristocrats And Higher Interest Rates [View article]
    I am using the S&P 500 as the most commonly cited market benchmark, but you are correct that this article is comparing a equal weighted index (DA) versus the cap-weighted S&P 500 Index.
    Mar 6, 2015. 06:42 PM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    For those interested in a study of the impact of higher interest rates on dividend-paying stocks, please see my recent article:

    http://seekingalpha.co...
    Mar 5, 2015. 10:57 AM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    Nor me - this article is about developing an intuition into potential sources of risk-adjusted returns for readers
    Feb 28, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    This is the S&P 500 Total Return Index and the S&P 500 Dividend Aristocrats Total Return Index. The graph is the cumulative total return (including reinvested dividends) of the two indices since the start date. You will not find a price graph on yahoo. ETFs that attempt to replicate this index have not existed for much of the time horizon, but I believe that this is the best way to examine total returns of this strategy versus the market benchmark over a long enough time intervals to capture multiple down markets.
    Feb 25, 2015. 02:40 PM | 4 Likes Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    2 Reb - that is an interesting study. Could you please share the link?
    Feb 24, 2015. 07:22 PM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    There is no survivorship bias here.
    Feb 24, 2015. 07:20 PM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    This index shows the total return of the constituents that met the Dividend Aristocrats qualifying criteria. Non-qualifiers are "sold" each January when the index is rebalanced.
    Feb 24, 2015. 07:19 PM | 1 Like Like |Link to Comment
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