Скачать или смотреть The dividend doctor provides his prescription for income investing in 2023

Dividend-paying equities have long formed the backbone of retirees’ portfolios. The historic stalwarts of these portfolios are well known. BHP, Telstra, and Commonwealth Bank, to name a few.

You might be mistaken for thinking that equity income portfolios are therefore set and forget strategies, made up of a limited number of dividend darlings that will pay out into perpetuity.

But you’d be wrong on both accounts, according to today’s guest.

Dr Don Hamson is the founder and managing director of Plato Investment Management. Plato manages $11 billion in assets across three funds – an Aussie equities income fund, a global equities income fund, and a long/short global alpha fund.

Before that, he was responsible for over $10 billion in active and enhanced equity investments at State Street Global Advisors.

In today’s interview, Don explains why dividend-paying equities are still an income investor's best bet and outlines what makes a dividend sustainable. He also shares how investors can identify dividend traps, and which sectors and stocks have the brightest dividend outlook.

Plus, Don also names the dividend darlings that no longer deserve the title!

Note: This episode was recorded on June 12, 2023.

Timestamps

0:00 - START
1:45 - Dividends hold up amid inflation and rate hikes
4:15 - Dividends remain the income backbone
6:00 - The importance of franking credits
9:17 - Dividends vs the bond market
10:47 - Capital vs income
11:45 - Drawdown and sequencing risks
14:13 - Finding dividend growers
16:30 - Dividend traps
24:03 - Buying cheap stocks in hope of a dividend
26:00 - Red flags
31:40 - What makes a dividend "sustainable"?
38:00 - The best (and worst) looking sectors
41:23 - Invest with a short time horizon
43:00 - No free lunch for less than 20 stocks
50:30 - It's not all doom and gloom
58:00 - Don's bottom drawer investment

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