Forget Big Tech - I'll Take Dividend Stalwarts Any Day

(12min)

Summary

  • Big Tech dominates markets but faces risks like slowing growth, AI dependency, and inflated valuations. Dividend stalwarts offer a safer, smarter alternative.
  • Dividend stocks, like those in VYM and SCHD ETFs, have matched or beat tech returns since 2021, fueled by strong cash flow, low risks, and reliable growth.
  • By focusing on dividend stalwarts, investors can achieve long-term growth, income, and stability—outperforming tech-heavy portfolios over time.
  • Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More »

President Benjamin Franklin on 100 US dollar bill

Pleasureofart

Introduction

Zero.

That's how many FANG+/Magnificent-7 stocks I own.

Although I like some of the nation's biggest technology companies (I'm no "hater"), I made the deliberate choice to exclude these stocks from my portfolio.

This is based on

Test Drive iREIT© on Alpha For FREE (for 2 Weeks)

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial.

And this offer includes a 2-Week FREE TRIAL plus Brad Thomas' FREE book.

This article was written by

42.9K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of HD, ABBV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Related Stocks

SymbolLast Price% Chg
AAPL--
Apple Inc.
ABBV--
AbbVie Inc.
AMZN--
Amazon.com, Inc.
AXP--
American Express Company
BRK.A--
Berkshire Hathaway Inc.

Related Analysis