Do These Dividend Achievers Deserve A Place In Your Portfolio?

Do These Dividend Achievers Deserve A Place In Your Portfolio?

Dividend Stocks You Need to Know About

Show notes

This week, Kate sits down with ETF portfolio manager Dave Gilreath, who offers a perspective on “dividend achievers” and why these deserve a role in your portfolio. Dave gives us ideas for some mid-caps that may not be familiar names, but are showing potential, and paying dividends, which offset price declines, even in a market downturn.

-How do midterm election years in the US tend to affect the market? Why is it common to see a larger downdraft in midterm years?

-Based on market history, what can we expect in the fourth quarter?

-How is the strong dollar affecting markets at the moment?

-What is the Nasdaq’s Dividend Achievers Index, and how does Dave use this in his investment strategy?

-How do dividends offset the downside in a bear market?

-Which of the Dividend Achievers has the least downside risk?

-Why is a high P/E ratio not necessarily a concern when evaluating a stock with strong growth?

-How companies outside manufacturing industries can flourish in a time of high inflation?

-Why is a uniform rental and cleaning-supply company among the stocks Dave likes now?

-How to evaluate whether a company is likely to contract or expand in a recession

-Why does Dave like a mid-cap industrial distribution company that is a new Dividend Achiever?

-Why buying during a time of market volatility can be advantageous to investors?

-Why an old-school tech name has resurfaced as a top pick, despite trading at 1999 levels

-What is driving the business rebound of this U.S.-based broadband networking leader?

-How has the business model for networking companies changed over the years?

-Why a beleaguered big industrial is on Dave’s list, despite being mired in litigation

How to find Dave and Innovative Portfolios

Dividend Performers ETF (IPDP)

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This podcast is hosted by


Kate Stalter

Kate Stalter

Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. As an investment advisor and financial planner, Kate personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies.

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Dave Gilreath

Dave Gilreath

Chief Investment Officer at Innovative Portfolios.

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