Dividend Increases Week of 5/6/2023

Investment Analysis Clubs Dividend Growth Investing
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Hi all,

Most Return to
Current Recent Dividend Interest Payout 4 Yr. Payout Years 4 Yr 4 Yr Yield
Symbol Company Name Yield Increase 5 Yr. CAGR Coverage Ratio Ratio M* Sector Growth Avg. Yield Upside
EXPD Expeditors International 1.17% 3.0% 8.9% 81.2 16% 22% Industrials 19 Years 1.17% 0.24%
MSA MSA Safety Inc. 1.40% 2.2% 4.3% 14.4 32% 36% Industrials 22 Years 1.32% 6.14%
PAYX Paychex Inc. 3.30% 12.7% 9.7% 52.9 76% 80% Industrials 8 Years 2.66% 24.12%
PEP PepsiCo Inc. 2.60% 10.0% 9.5% 15.7 67% 69% Consumer Defensive 50 Years 2.75% -5.29%
UGI UGI Corp. 4.92% 4.2% 7.6% 2.3 46% 48% Utilities 35 Years 3.29% 49.48%
MAN ManpowerGroup Inc. 4.18% 8.1% 7.8% 14.0 32% 37% Industrials 12 Years 2.69% 55.29%
AAPL Apple Inc. 0.55% 4.3% 5.6% 35.2 15% 20% Technology 9 Years 0.81% -31.72%
LEG Leggett & Platt Inc. 5.60% 4.5% 3.9% 5.6 77% 66% Consumer Cyclical 29 Years 4.12% 35.95%
FDS Factset Research System Inc. 0.97% 10.1% 8.9% 10.3 12% 26% Financial Services 23 Years 0.90% 7.32%
LEG Leggett & Platt Inc. 5.60% 4.5% 3.9% 5.6 77% 66% Consumer Cyclical 29 Years 4.12% 35.95%

I own PAYX and PEP.

Rich

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These are the top 7 dividend etf’s at the current time from etfdb…doc

edit: Interestingly, SEA only has the one dividend that I could see on Nasdaq
LVHI is not paying anywhere near 10% per Nasdaq
RIET has been steadily going down in value since its inception in 10/21
KBWD looks like a good one at the present for a monthly dividend
KBWY isn’t as good from a timing perspective, but its got a reliable dividend monthly

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Hi Physician,

As I look thru this list I see some ETFs that are very concentrated portfolios. For example, SEA fund invests in stocks of companies operating across industrials, capital goods, aerospace and defense, passenger and cargo aircraft and airplanes, cargo airplanes, cargo transport helicopters, passenger and cargo aircraft rental and leasing, machinery, industrial machinery and supplies and components, material handling machinery and equipment, warehousing and storage equipment and supplies, metal air cargo containers, transportation, air freight and logistics, marine transportation, marine transportation of freight, cargo or container ships, transportation.

So be careful. Selection based on yield alone will get you into trouble.

Personally, I prefer VYM and SCHD as dividend ETFs.

Rich

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Thanks Rich, the two that looked interesting were the KBW funds…doc