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Showing posts from June, 2023

Investment Strategy—DAX Is Also a China Play

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Can DAX take it? Based on The Market Year , it said that: You buy DAX for more than the China play, but DAX is a big China play, and the recent Yuan implosion is starting to look rather extreme. We agree with BofA's latest hedge logic for Europe, especially as the chemicals sector is very shaky . Divergency between DAX and $CNYUSD

Dogs of the Dow一an Investment Strategy

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Table 1.  Dogs of the Dow 2023 as of 05/31/2023 (credit: [2]) The Dogs of the Dow is an investment strategy that focuses on stocks that pay dividends. By investing evenly in the top 10 dividend-yielding stocks, the hope is that you'll eventually outperform the Dow Jones Industrial Average over the long term. [2] The Dogs of the Dow strategy is one where investors select the ten stocks that have the highest dividend yield from the stocks in the DoJones Industrial Index after the close of business on the last trading day of the year.   Once the ten stocks are determined, an investor invests an equal dollar amount in each of the ten stocks and holds them for the entire next year. The popularity of the strategy is its singular focus on dividend yield . This income/yield focus tends to lead to the Dow Dog strategy being a more value oriented one and the value style is out of favor in this year-to-date time frame (see Table 1). Similar Investment Strategies Dividend Aristocrats C...