The top five holdings in this fund are ViacomCBS Inc Class B (VIAC, 3.01% of assets), Wells Fargo & Co (WFC, 2.27%), LyondellBasell Industries NV (LYB, 2.23%), Prudential Financial Inc (PRU, 2.23%), and Marathon Petroleum Corp (MPC, 2.22%). The fund has a current annual dividend yield of 3.35%, paid quarterly.
iShares Select Dividend ETF (DVY)
from The Personal Capitalist
iShares Select Dividend ETF is 4.17% of the portfolio, Dividends are important to our portfolio’s performance. Our 35 positions pay dividends, with the exception of two. DVY is up 25% from the $91.82 used in our report last November.
Generally, dividend stocks do better and create solid capital gains. As an investing rule, dividend stocks increase a portfolio’s performance big time.
This fund is highly diversified and targets stocks that have a high dividend payout. Our yield to cost is 8.2%.
Sean Christian, The Personal Capitalist, 9524 East 81st Street, Suite B #1715, Tulsa, OK 74133, March 15, 2021