With the technology sector growing so fast, many advisers have urged their clients to engage an asset allocation process to lower their risk exposure to the technology sector, particularly if they are getting closer to retirement. If you analyze high-yield value stocks and ETFs, many value positions lagged behind since the COVID-19 market correction and some are still well below their 52-week highs. With the release of new treatments and vaccines coming, here are a few possible investments that should pay big dividends that are still down from their prior 52-week highs,
If you are looking for value related diversified holdings with some growth potential and great dividends, here are some ideas. However, remember that every ETF is priced based on income, revenue, costs, risk, balance sheet, and the political-legal environment. People with high income may want to keep these ETFs in their tax-deferred accounts to avoid undue income and dividend taxes, but some retirees may want to own these stocks outright just to have the income stream taxed at the dividend rates.
George Mentz JD MBA CWM Chartered Wealth Manager ® is a licensed attorney and CEO of GAFM ® global education, which is an ISO 29990 Certified professional development company operating in over 50 nations. Mentz is an award-winning author and advisory board member to several companies around the world in education, charities, and FinTech Companies.
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