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Portfolio Update

Stick with Our Dividend-Paying Stocks

By Roger S. Conrad, on Jan. 15, 2018

Many dividend-paying stocks are off to a weak start in 2018. The popular iShares Select Dividend (NYSE: DVY) has underperformed the S&P 500, while large-capitalization utility stocks and real estate investment trusts (REIT) have also lagged.

Investors shouldn’t regard this weakness as a full-on disaster; this action mirrors the early days of 2017 and many other years, a phenomenon that reflects portfolio managers rotating out of safety-first dividend payers for cyclical fare.

Most of the stocks in our Lifelong Income Portfolio have held up reasonably well, while our master limited partnerships (MLP) have turned on the jets: Enable Midstream Partners LP (NYSE: ENBL) has surged 12 percent this year, and Enterprise Products Partners LP (NYSE: EPD) has returned 8.9 percent.

MLPs were due for a rally after suffering a wave of tax-loss selling in fall 2017.

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