Finding the Dividend Growth and Income Sweet Spot
A balanced approach to dividend income and growth generates the best risk-adjusted outcome, says Morningstar's Josh Peters.
Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. Dividend investors spend a lot of time doing research on individual securities, but sometime they spend less time thinking about portfolio construction. I'm here today with Josh Peters--he is the editor of Morningstar DividendInvestor newsletter and also our director of equity-income strategy--to look at some changes he has recently made in his portfolio and what lessons investors can learn from them.
Josh, thanks for joining me.
Josh Peters, CFA does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.