책 이미지
책 정보
· 분류 : 외국도서 > 경제경영 > 투자/증권 > 일반
· ISBN : 9781118994139
· 쪽수 : 240쪽
· 출판일 : 2015-02-24
목차
Preface xi
Chapter 1 Why Dividend Stocks? 1
“Y’all Must’ve Forgot” 4
Marc Lichtenfeld’s Authentic Italian Trattoria 7
The Numbers 9
Keeping Up with Inflation 12
The 10–11–12 System 13
Summary 15
Notes 15
Chapter 2 What Is a Perpetual Dividend Raiser? 17
Dividend Aristocrats 18
The Index 19
The Champions 21
Junior Aristocrats 23
Survivorship 26
Summary 27
Chapter 3 Past Performance Is No Guarantee of Future Results, but It’s Pretty Darn Close 29
Performance of Perpetual Dividend Raisers 32
How Do Bonds Compare? 47
Are You an Investor from Lake Wobegon? 50
Summary 54
Notes 54
Chapter 4 Why Companies Raise Dividends 57
Buybacks versus Dividends 58
Management Speaks 62
Attracting the Right Shareholders 65
Signals to the Market 69
Summary 70
Notes 71
Chapter 5 Get Rich with Boring Dividend Stocks (Snooze Your Way to Millions) 73
How Much Do You Want to Make? 73
Summary 85
Note 85
Chapter 6 Get Higher Yields (and Maybe Some Tax Benefits) 87
Buying $1 in Assets for $0.90 87
MLPs 94
REITs 96
BDCs 97
You Don’t Have to Play Mahjong with Mrs. Zuckerberg 99
Preferred Stocks 101
Summary 103
Chapter 7 What You Need to Know to Set Up a Portfolio 105
The Oxford Income Letter Portfolio—An Example 107
Setting Up the Portfolio 110
Yields 114
Payout Ratio 116
Dividend Growth Rate 121
Special Dividends 125
Summary 128
Note 128
Chapter 8 The 10–11–12 System 129
Yield 129
Dividend Growth 130
Payout Ratio 131
Formula 131
Numbers 143
When to Sell 150
Summary 153
Chapter 9 DRIPs and Direct Purchase Plans 155
Summary 160
Chapter 10 Using Options to Turbocharge Your Returns 163
Covered Calls: The Espresso of Income Investing 164
Option Prices 167
Volatility: An Option Seller’s Best Friend 168
Time Is on Your Side 169
Who Should Sell Covered Calls? 170
20% Annual Returns 171
Selling Puts 175
Summary 177
Chapter 11 Foreign Stocks 179
One Lump or Two? 180
Lumpy Perpetual Dividend Raisers? 182
Other Risks 184
Summary 186
Chapter 12 Taxes 187
Foreign Taxes 188
Tax-Deferred Strategies 189
Tax Law Changes 191
Summary 192
Note 192
Conclusion The End of the Book, the Beginning of Your Future 193
Glossary 197
About the Author 201
Acknowledgments 203
Index 205
