1. The article discusses the historical optimism in January for investors, especially after the market rally following Donald Trump's election win and a strong dollar. 2. It highlights the potential challenges investors may face with incoming administration's proposed tariffs and fiscal policies. 3. The author suggests that dividend-paying stocks can help offset potential losses in a volatile market, and provides three stock recommendations from August 2024.

1. Scott Bessent predicts economic growth under a Trump presidency, driven by tariffs, energy expansion, and manufacturing revival; 2. The second term may focus on broad economic growth, addressing inflation while boosting U.S. manufacturing; 3. The author presents several dividend picks expected to perform well, offering income, dividend growth, secular tailwinds, and pricing power.

1. The article discusses the importance of reliable dividends in transforming a portfolio into a consistent income source; 2. It highlights the potential for passive income through dividends and its role in approaching financial freedom; 3. The author presents top picks with yields up to 10% for sustainable retirement.

1. SA Quant's Top 5 small-cap stocks have returned over 20% in two months, outperforming the market with four delivering double-digit returns. 2. Small caps initially rallied on interest rate cuts, benefiting from reduced borrowing costs and increased attractiveness compared to bonds. 3. Trump's recent election victory caused a surge in the sector, although small caps have since pulled back, presenting a potential opportunity.

1. The core of retirement income investing is about not touching the principal and enjoying high and durable dividends; 2. It requires a careful and diligent security selection process; 3. The key is to find a balance between high yield (risk) and safety; 4. The article elaborates on 5 income-driven picks for a retirement portfolio.

1. SCHD remains a gold-standard dividend ETF, but its growth prospects have declined; 2. The JPMorgan Equity Premium ETF and VictoryShares Free Cash Flow Yield ETF offer a superior alternative with higher yield and growth potential; 3. JEPI/VFLO provides better volatility-adjusted returns and higher long-term income growth compared to SCHD.

1. The worst stock performance since September was driven by rising interest rates and a lack of new buyers post-election; 2. Focus on stocks rising during sharp selling and avoid 'falling knives'; 3. Key trades include Long Call Options on Disney and SoFi Technologies, and a cautious approach to T.J. Maxx; 4. Anticipate market recovery post-Nvidia's earnings report, with opportunities to buy the dip in strong consumer discretionary names.

1. The post-election rally in the S&P 500 has stalled, with the index shedding 130 points over four days, nearly erasing half of November's gains; 2. Financials surged on expectations of lighter regulation, while small caps and Asian markets sold off; 3. Bitcoin surged 19%; 4. All equity groups were in the red in the broad market selloff, with small caps hit hardest; 5. Short-term selling is expected, but long-term momentum remains positive due to potential tax cuts and deregulation, despite inflation risks.

1. VTI's dividend yield spread relative to VOO's is currently at its widest level in 10 years, indicating a more favorable return/risk profile for VTI. 2. VTI's broader market exposure includes mid and small-cap stocks, offering better growth potential and higher dividend yields than VOO. 3. Aggressive investors may consider more targeted exposure through VO or VB.

1. As of November 8th, SA Quant's Top 10 Stocks for 2024 have significantly outperformed the S&P 500, gaining 124%. 2. Eight out of ten stocks beat the market, with three picks achieving over 100% total returns. 3. The outperforming Quant stocks can be attributed to their stronger investment fundamentals compared to many other stocks in the S&P 500, demonstrating superior valuation, growth, and profitability.

1. This article highlights five large-cap, relatively safe dividend-paying companies offering large discounts to their historical norms. 2. The filtering process selects five conservative DGI stocks from over 7,500 companies on U.S. exchanges. 3. The article presents three groups of DGI stocks with yields ranging from 3.35% to 9%. 4. High Income DIY Portfolios service provides exclusive access to subscriber-only portfolios for such ideas.

1. The Fed's aggressive monetary tightening in early 2022 made yield-bearing assets more attractive; 2. Higher base rates pushed down multiples for blue-chip stocks, creating opportunities for durable income investors; 3. The recent rate cut and expectations of further cuts have reduced the opportunity set; 4. Investors can still find high-quality blue-chip businesses with acceptable yields; 5. The article focuses on two high-yielding blue-chip companies included in the author's portfolio.

1. The U.S. faces structurally high fiscal deficits due to unbalanced Social Security, inefficient healthcare spending, foreign adventurism, accumulated debt interest, and political polarization; 2. Investment implications suggest favoring equities and scarce assets over bonds, with defensive positions in T-bills, gold, and inflation-protected Treasury notes; 3. Fiscal dominance is likely to lead to persistent inflation, asset price volatility, and potential stagflation, making traditional recession indicators less reliable.

1. Dividends are a highly reliable source of passive recurring income; 2. Effective planning is essential for a wonderful retirement; 3. The author collects substantial dividend income and shares insights on how readers can do the same.

1. The article emphasizes the importance of stock picking in today's market due to elevated valuations and sector rotations. 2. Two dividend stocks are identified for their strong fundamentals and growth potential. 3. These picks are suitable for income investors seeking stability and long-term success.

1. ETFs mitigate risks associated with individual stocks; 2. The author's ZEUS Family Portfolio for 2025 will include six ETFs; 3. The author emphasizes the importance of growth and hedging ETFs, such as KMLM and CTA, and the potential of VFLO for deep value investing.

1. The energy sector has underperformed in 2024 due to declining oil prices and weakened demand. 2. China's economic stimulus and Middle East geopolitical tensions have supported oil prices and the energy sector. 3. SA Quant has identified four top-rated energy stocks with positive factor grades and 'strong buy' or 'buy' recommendations.

1. Investing $100K in eight high-yield Dividend Aristocrats can generate $533 monthly income with a 6.4% yield and 5%-6% dividend growth. 2. These stocks have a 27% return potential over the next year and 86% over five years, expected to outperform the S&P 500. 3. Historically, these aristocrats have outperformed the S&P by 4% annually over 26 years with lower volatility and higher inflation-adjusted returns.

1. Despite high market valuations, opportunities still exist for dividend investors; 2. Energy stocks stand out with attractive valuations; 3. The third pick combines dividend growth with buybacks and innovative strategies.

1. Maximizing income per dollar invested is key to creating a portfolio that exceeds income needs; 2. Avoid aimless risk-taking and conduct research to enhance safety; 3. The article discusses AT&T's high dividend yield and its attractiveness as an investment.