Get Rich with Dividends, 2nd Edition

Get Rich with Dividends, 2nd Edition

by Marc Lichtenfeld
Released February 2015
Publisher(s): Wiley
ISBN: 9781118994139

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Book description

2016 Book of the Year award winner by the Institute for Financial Literacy

"Set it and forget it" investing, with less risk and higher returns

Get Rich with Dividends is the bestselling dividend-investing book that shows investors how to achieve double-digit returns using a time-tested conservative strategy. Written by a nineteen-year veteran of the equity markets, this invaluable guide shows you how to set up your investments for minimal maintenance and higher returns, so you can accumulate wealth while you focus on the things that matter. Using the author's proprietary 10-11-12 system, you'll learn how to generate the income you need on a quarterly or even monthly basis. You'll discover the keys to identifying stocks that will return twelve percent or more every year, and how to structure your investments for greater security and financial well being. This method is so easy to use, you'll want to teach it to your children early to set them up for financial independence and help them avoid the problems that plagued many investors over the past decade.

Dividends are responsible for 44 percent of the S&P 500's returns over the last eighty years. They represent an excellent opportunity today, especially for investors who have been burned in recent meltdowns and are desperate for sensible and less risky ways to make their money grow. This book describes a framework that allows investors to reap higher returns with a low-to-no maintenance plan.

  • Set up an investment system that requires little to no maintenance
  • Achieve double-digit average annualized returns over the long term
  • Focus on other things while your money works for you
  • Increase returns even with below-average growth in share price

Market risk is high and interest rates are low, making it a perfect time to get started on a more sensible wealth generation strategy. With expert guidance toward finding and investing in these unique but conservative and proven stocks, Get Rich with Dividends is the only book on dividend investing you'll ever need.

Table of contents

  1. Foreword by Alexander Green
  2. Preface
  3. Chapter 1 Why Dividend Stocks?
    1. “Y'all Must've Forgot”
    2. Marc Lichtenfeld's Authentic Italian Trattoria
    3. The Numbers
    4. Keeping Up with Inflation
    5. The 10–11–12 System
    6. Summary
    7. Notes
  4. Chapter 2 What Is a Perpetual Dividend Raiser?
    1. Dividend Aristocrats
    2. The Index
    3. The Champions
    4. Junior Aristocrats
    5. Survivorship
    6. Summary
  5. Chapter 3 Past Performance Is No Guarantee of Future Results, but It's Pretty Darn Close
    1. Performance of Perpetual Dividend Raisers
    2. How Do Bonds Compare?
    3. Are You an Investor from Lake Wobegon?
    4. Summary
    5. Notes
  6. Chapter 4 Why Companies Raise Dividends
    1. Buybacks versus Dividends
    2. Management Speaks
    3. Attracting the Right Shareholders
    4. Signals to the Market
    5. Summary
    6. Notes
  7. Chapter 5 Get Rich with Boring Dividend Stocks (Snooze Your Way to Millions)
    1. How Much Do You Want to Make?
    2. Summary
    3. Note
  8. Chapter 6 Get Higher Yields (and Maybe Some Tax Benefits)
    1. Buying $1 in Assets for $0.90
    2. MLPs
    3. REITs
    4. BDCs
    5. You Don't Have to Play Mahjong with Mrs. Zuckerberg
    6. Preferred Stocks
    7. Summary
  9. Chapter 7 What You Need to Know to Set Up a Portfolio
    1. The Oxford Income Letter Portfolio—An Example
    2. Setting Up the Portfolio
    3. Yields
    4. Payout Ratio
    5. Dividend Growth Rate
    6. Special Dividends
    7. Summary
    8. Note
  10. Chapter 8 The 10–11–12 System
    1. Yield
    2. Dividend Growth
    3. Payout Ratio
    4. Formula
    5. Numbers
    6. When to Sell
    7. Summary
  11. Chapter 9 DRIPs and Direct Purchase Plans
    1. Summary
  12. Chapter 10 Using Options to Turbocharge Your Returns
    1. Covered Calls: The Espresso of Income Investing
    2. Option Prices
    3. Volatility: An Option Seller's Best Friend
    4. Time Is on Your Side
    5. Who Should Sell Covered Calls?
    6. 20% Annual Returns
    7. Selling Puts
    8. Summary
  13. Chapter 11 Foreign Stocks
    1. One Lump or Two?
    2. Lumpy Perpetual Dividend Raisers?
    3. Other Risks
    4. Summary
  14. Chapter 12 Taxes
    1. Foreign Taxes
    2. Tax-Deferred Strategies
    3. Tax Law Changes
    4. Summary
    5. Note
  15. Conclusion: The End of the Book, the Beginning of Your Future
  16. Glossary
  17. About the Author
  18. Acknowledgments
  19. Index
  20. End User License Agreement

Product information

  • Title: Get Rich with Dividends, 2nd Edition
  • Author(s): Marc Lichtenfeld
  • Release date: February 2015
  • Publisher(s): Wiley
  • ISBN: 9781118994139