What BWB - Business With Brian said in this video:
- Otherneutrallong-termA higher dividend yield does not mean a better fund; the yield is already included in total return, so adding them double-counts it — investors must look at total return.Source
- JEPIbearishlong-termJEPI and QYLD were excluded from his list because both failed his price test of having a higher share price than five years ago.Source
- MAINbullishlong-termThe one monthly-dividend stock he would consider, having never cut its regular dividend since 2007 and beaten the S&P 500 over five years, but its 64% COVID drawdown means keeping it small.Source
- Obearishlong-termDespite paying monthly dividends for over 55 years, its share price is down about 14% from five years ago, so it failed his price test.Source
- Otherneutrallong-termBecause big monthly dividend payouts are mostly non-qualified and taxed like wages, he personally keeps dividend assets like these only in an IRA or other tax-advantaged account.Source