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Ep. 176: A 40% Yield Still Lost to Just Owning the Chips

Informed Investing · 26 октября 2026 г. · 26 мин

8 sources: II Forge #62 (CHPY vs SMH: a ~40% yield trailed owning the chip stocks, +139% vs +170% since launch; payout shrank with NAV; return of capital; bull/bear), Viktoriya M Finance on high-income ETFs to dump, Dividend Growth Investing on 5 dividend stocks he'd never buy, Motley Fool on SCHD's record close without any Magnificent Seven stock, 24/7 Wall St on the $100B dividend ETF retirees are buying, Motley Fool's 5 dividend stocks yielding 5%+ (HRL/CLX/O/ENB/EPD), Dividends4Me on 3 industrial dividend-growth engines, ChartMill on General Dynamics as a quality dividend stock

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