$Vanguard Dividend Appreciation ETF(VIG)$

$Costco(COST)$ $Apple(AAPL)$  

I'm invested in $VIG and here's why:

🐯💥🎯 Vanguard’s Dividend Powerhouses: What’s in $VIG? 🎯💥🐯

Kia ora Tiger traders!

Let’s dive into the big players driving Vanguard’s Dividend Appreciation ETF ($VIG). 💡 [Miser]  [Miser]  This ETF is stacked with companies that not only pay dividends but consistently increase them. 📈 Here’s the lowdown:

🍎 Apple (AAPL) – 4.5%

💻 Microsoft (MSFT) – 3.8%

🔊 Broadcom (AVGO) – 4.0%

🏦 JPMorgan Chase (JPM) – 3.3%

🛢️ Exxon Mobil (XOM) – 2.8%

🏥 UnitedHealth Group (UNH) – 2.8%

💳 Visa (V) – 2.3%

🧼 Procter & Gamble (PG) – 2.2%

💳 Mastercard (MA) – 2.2%

🏬 Costco (COST) – 2.2%

💊 Johnson & Johnson (JNJ) – 2.1%

Not to mention heavy hitters like Walmart (WMT), AbbVie (ABBV), PepsiCo (PEP), and Merck (MRK), all major dividend growers contributing to the “Other” 53.6%.

🤖 With AI revolutionising investing strategies, it’s no wonder $VIG holds onto mega-cap stocks like AAPL, MSFT, and AVGO, leaders in both tech innovation and dividend growth. 📊 Exxon Mobil (XOM) keeps the energy flowing while Visa (V) and Mastercard (MA) fuel global transactions.

This ETF has surged over 14.72% year-to-date and is a favourite for long-term investors seeking consistent dividend growth. What sets $VIG apart is its emphasis on quality—holding companies with strong balance sheets and a track record of increasing dividends over time. 📈

$VIG  boasts a  super low  expense  ratio of 0.06%, making it a cost-effective option for dividend lovers. And with $100.79B in assets, this ETF has serious weight in the market. 🔥

📈 Key takeaway

Dividends paired with capital appreciation give investors the best of both worlds. With companies like these, $VIG stands as a fortress of growth and stability. AI buzz or not, these dividend darlings deliver long-term security. 💥

📉 I'm anticipating a Pre-Election Market    Correction.

As we approach the US election, traders often brace for heightened volatility and sell-offs. 🗳️ Historically, the uncertainty tied to the election cycle can trigger a short-term pullback or consolidation in key indices. I’m expecting a dip between the 4th and 14th of October, driven by risk aversion and profit-taking. This presents a prime opportunity to buy the dip for long-term investors aiming to leverage $VIG’s stable dividend growth and strong fundamentals. 💡

Patience is the name of the game. Once market sentiment settles after the 14th, $VIG is likely to offer a more favourable entry point. 💼 Mean reversion suggests a recovery as election volatility fades, aligning with the broader market’s typical rebound. With $VIG’s solid portfolio of high-quality dividend growers and low expense ratio, it remains a strong pick for investors focused on both capital appreciation and passive income.

📈 The strategy is simple: 

By entering the market during this correction, you enhance your potential to capture value at a lower price and position yourself for a bullish recovery as post-election sentiment improves. This sets you up for both growth and income opportunities—a win-win scenario for patient investors.

As at 28 September 24, Kamala Harris is holding a narrow lead over Donald Trumpet 🎺🐕🐕‍🦺🐾😹🐈🐈‍⬛ in key battleground states such as Michigan, Pennsylvania, and Wisconsin. 📊 In Michigan and Pennsylvania, she leads by 5 to 6 percentage points, while Wisconsin remains tight with Harris ahead by just 1 point. These swing states are critical to the upcoming election, making this a high-stakes race for both candidates. 🇺🇸

Hey Tiger Traders, which of these solid performers is powering up your portfolio? 🤔

@TigerGPTHow are AI-driven ETFs like $VIG navigating market volatility as we head into 2024?

@Soogle, I’m sparing you the saga today ~ no long-winded story 😆 You asked for long-term stock ideas, and $VIG is your golden ticket. It’s like the ‘greatest hits’ album of the stock market, wrapping up all the big names we’ve been talking about; 🍎 Apple, Microsoft, Visa, along with powerhouses like Costco, JPMorgan, Procter & Gamble, Johnson & Johnson, and ExxonMobil. 📈💪This ETF does all the heavy lifting for you, combining consistent dividend growth with rock-solid fundamentals. 💼💼   You’ll have your portfolio cruising on autopilot with exposure to reliable income and capital growth. And yes, I’m keeping it short this time  (I know, shocker)! 😂 Trust me, this one’s a  winner for your long-term strategy! 📊

Happy trading ahead. Cheers, BC 🍀

@Tiger_comments @TigerPM @TigerPicks @TigerWire @TigerStars @Daily_Discussion @koolgal

# US General Election

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • TigerGPT
    ·03:44
    TOP

    Sure, let's analyze the three stocks you mentioned: Vanguard Dividend Appreciation ETF (VIG), Costco (COST), and Apple (AAPL).

    Vanguard Dividend Appreciation ETF (VIG):

    Support price (as of 2024-09-27): $183.18 (USD)  

    Resistance price (as of 2024-09-27): $197.58 (USD)  

    Average Cost (as of 2024-09-27): $187.58 (USD)  

    Capital Flow Data (5 Day):

    09-20: $4.036 billion inflow, $3.858 billion outflow  

    09-23: $312.83 million inflow, $231.48 million outflow  

    09-24: $174.19 million inflow, $174.25 million outflow  

    09-25: $1.38 billion inflow, $1.52 billion outflow  

    09-26: $18.56 million inflow, $57.81 million outflow  

      

    Stock price (as of 2024-09-29): $197.28 (USD)  

    Costco (COST):

    Support price (as of 2024-09-27): $848.0 (USD)  

    Resistance price (as of 2024-09-27): $886.0 (USD)  

    Average Cost (as of 2024-09-27): $863.13 (USD)  

    Capital Flow Data (5 Day):

    09-20: $415.06 million inflow  

    09-23: -$28.95 million outflow  

    09-24: -$18.42 million outflow  

    09-25: $28.00 million inflow  

    09-26: -$37.97 million outflow  

      

    Stock price (as of 2024-09-29): $885.62 (USD)  

    Earnings Forecast:

    2024Q4: EPS $5.30, return on equity 41.49%, gross profit margin 12.68%  

      

    Apple (AAPL):

    Support price (as of 2024-09-27): $227.7 (USD)  

    Resistance price (as of 2024-09-27): $227.8 (USD)  

    Average Cost (as of 2024-09-27): $219.21 (USD)  

    Capital Flow Data (5 Day):

    09-20: -$2.238 million outflow  

    09-23: $103.50 million inflow  

    09-24: $74.83 million inflow  

    09-25: -$90.16 million outflow  

    09-26: -$53.79 million outflow  

      

    Stock price (as of 2024-09-29): $227.79 (USD)  

    Earnings Forecast:

    2024Q3: EPS $1.40, return on equity 121.78%, gross profit margin 46.26%  

      

    These are just some of the key figures for the stocks you mentioned. It's important to conduct a comprehensive analysis and consider additional factors like the company's business and industry, the latest earnings and earnings forecast, analyst recommendations, recent trends, and news sentiment to make informed investment decisions.

    Please note that the provided information is for reference purposes only and should not be considered as investment advice. The stock market carries inherent risks, and stock prices can fluctuate. Make sure to conduct your own research and consult with a financial advisor before making any investment decisions.

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    • TigerGPTReplying toBarcode

      Sure, here is the remainder of the analysis for the stocks you mentioned:

      Costco (COST)

      Support price (as of 2024-09-27): $848.0 (USD)  

      Resistance price (as of 2024-09-27): $886.0 (USD)  

      Average Cost (as of 2024-09-27): $863.13 (USD)  

      Capital Flow Data (5 Day):

      09-20: $415.06 million inflow  

      09-23: -$28.95 million outflow  

      09-24: -$18.42 million outflow  

      09-25: $28.00 million inflow  

      09-26: -$37.97 million outflow  

        

      Earnings Forecast:

      2024Q4: EPS $5.30, return on equity 41.49%, gross profit margin 12.68%  

        

      Analyst Recommendation: 9 recommend, 15 buy, 14 hold  

      Analyst Target Price: The mean, low, and high target estimates are $925.01, $675.0, $1050.0.  

      Apple (AAPL)

      Support price (as of 2024-09-27): $227.7 (USD)  

      Resistance price (as of 2024-09-27): $227.8 (USD)  

      Average Cost (as of 2024-09-27): $219.21 (USD)  

      Capital Flow Data (5 Day):

      09-20: -$2.238 million outflow  

      09-23: $103.50 million inflow  

      09-24: $74.83 million inflow  

      09-25: -$90.16 million outflow  

      09-26: -$53.79 million outflow  

        

      Earnings Forecast:

      2024Q3: EPS $1.40, return on equity 121.78%, gross profit margin 46.26%  

        

      Analyst Recommendation: 12 recommend, 24 buy, 11 hold, 1 underperform  

      Analyst Target Price: The mean, low, and high target estimates are $240.58, $183.86, $300.0.  

      Vanguard Dividend Appreciation ETF (VIG)

      Support price (as of 2024-09-27): $183.18 (USD)  

      Resistance price (as of 2024-09-27): $197.58 (USD)  

      Average Cost (as of 2024-09-27): $187.58 (USD)  

      Capital Flow Data (5 Day):

      09-20: $4.036 billion inflow, $3.858 billion outflow  

      09-23: $312.83 million inflow, $231.48 million outflow  

      09-24: $174.19 million inflow, $174.25 million outflow  

      09-25: $1.38 billion inflow, $1.52 billion outflow  

      09-26: $18.56 million inflow, $57.81 million outflow  

        

      Profiteer Ratio (as of 2024-09-27): 0.9816  

      Please note that the provided information is for reference purposes only and should not be considered as investment advice. The stock market carries inherent risks, and stock prices can fluctuate. Make sure to conduct your own research and consult with a financial advisor before making any investment decisions.

      Happy trading!

      03:55
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    • Barcode
      Thank you, TigerGPT, unfortunately your report did not generate in full. Are you able to give me the remainder of your analysis or insights please? Cheers, BC 🍀
      03:55
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  • Tui Jude
    ·04:18
    TOP

    The dividends are very good on this, I really like my dividend stocks you recommended BC. Maybe I could look at some more stop after The dip in October! I'll just have to try to remember but I'm sure you'll remind me 😆👍💕

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    • Barcode
      Sure thing TJ! I’ll try to remember to remind you 🤣
      10:27
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  • Hen Solo
    ·04:12
    TOP
    I love the dividends on this ETF after you suggested it for my NZ portfolio a ways back BC. It’s great to refresh my knowledge of it on this great write up. Thank you 💜
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    • Barcode
      It’s served you well HS 🍀
      10:27
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  • koolgal
    ·05:50
    TOP
    Thanks BC. You are absolutely right - VIG is a great ETF to have especially for dividend seekers like me.  Thanks for the sterling recommendation. 😍😍😍
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    • BarcodeReplying tokoolgal
      Thanks so much koolgal! I appreciate your reply and I have done a comparison which I am keen as always to hear your insights and take on. Posting soon. Cheers, BC 🍀
      09:52
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    • BarcodeReplying tokoolgal
      Either that or the southwesterlies will blow them to the West and over to the GC 😆. Thanks for that 💨💨💨 ☀️☀️☀️🌈🌈🌈
      08:25
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    • koolgalReplying toBarcode
      The sun will chase away the clouds soon. 🔆🔆🔆
      07:11
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  • Kiwi Tigress
    ·04:41
    TOP
    This should be my next buy I think BC, to cover all those stocks in my portfolio which I don’t have yet? 🫶👍❣️
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    • Barcode
      Let’s 💬 soon KT, need to wait until after the October dip. Cheers, BC 🍀
      10:26
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  • This ETF has a great line up of stocks and I like the sound of the dividend! Thanks BC 👍🫶
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    • Barcode
      A lot of my favs in here CCW, cheers BC 🍀
      10:18
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  • koolgal
    ·11:44
    TOP
    As a Singaporean, we are not taxed on dividends nor capital gains on stocks.  However both VIG and SCHD have 30% US withholding tax for non US citizens.  I like the lower entry point for SCHD especially the 1 in 3 split coming up as a small investor.  In investing there is no right or wrong.  It depends on each person's goal.  All the best 🍀🍀🍀
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    • BarcodeReplying tokoolgal
      Absolutely 💯! So many opportunities!
      13:05
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    • koolgalReplying toBarcode
      My pleasure 😍😍😍. It is great to share our ideas on investing as there is a huge myriad of opportunities.
      12:43
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    • koolgalReplying toBarcode
      It would be nice if you can come and stay in Singapore 😍😍😍
      12:40
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  • Barcode
    ·10:49
    TOP

    $Vanguard Dividend Appreciation ETF(VIG)$ versus $Schwab US Dividend Equity ETF(SCHD)$ showdown 🔫🔫🔫

     🐯💥🎯 SCHD vs. VIG: The Dividend Duel – Why VIG is the Powerhouse Your Portfolio Needs! 🎯💥🐯

    Kia ora Tiger traders! 

    Let’s dive into the ultimate showdown between Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG). These two dividend titans both have their strengths, but let’s break down why VIG   may just be the ultimate portfolio powerhouse, especially for tax-savvy long-term investors.

    Tax Efficiency: VIG for the Win

    💡 VIG shines when it comes to tax efficiency, focusing on companies that grow their dividends over time. With VIG’s 1.81% yield, you’re looking at fewer taxable distributions compared to SCHD’s higher yield of 3.36%. If you want to reduce your tax liabilities and let your dividends compound, VIG is your best bet. 📈 This makes VIG ideal for taxable accounts, while SCHD might be more suited for retirement accounts where dividends can grow tax-deferred.

    Capital Inflow and Trading Volume

    💼 VIG attracts significant institutional backing, boasting $86.2B in assets compared to SCHD’s $62.1B, a clear sign of investor confidence in its long-term growth strategy. While SCHD has higher daily trading volume at 4.37M shares, VIG’s capital inflow signals that it’s the favourite for serious long-term investors.

    Top Stocks for Each ETF

    Here’s where the heavy hitters stack up:

    • VIG includes blue-chip stocks like Apple (AAPL), Microsoft (MSFT), Costco (COST), JPMorgan (JPM), and Procter & Gamble (PG),making it tech-heavy and growth-focused. These companies provide a balance of long-term stability and growth potential. 🍏💻🏬🤖🚀

    •   SCHD, on the other hand, leans towards financials and consumer staples with Home Depot (HD), PepsiCo (PEP), and AbbVie (ABBV). While these offer strong dividends, they lack the explosive tech growth potential that VIG captures. 🏠🥤💊

    Hedge Fund Favourites

    💰 Hedge funds and large institutions favour VIG for its dividend-growing tech stocks like Apple and Microsoft, offering stable returns and growth potential. If you’re after a mix of growth, stability, and tax efficiency, VIG should be at the top of your list.

    Conclusion: VIG is the Long-Term Winner!

    If you’re focused on tax-efficient, long-term growth, VIG is the clear winner. Its balanced portfolio of blue-chip, dividend-growing stocks makes it the best choice for building wealth while keeping taxes low. While SCHD offers higher immediate income, VIG’s growth-oriented strategy positions it for greater returns in the long run. 🌱📊

    Hey Tiger traders, are you all about the immediate dividend yield of SCHD, or do you prefer the long-term growth and tax efficiency of VIG?

    @TigerGPTHow does AI predict these ETFs will perform over the next 12 months, and can investors use AI insights to enhance their ETF strategies?

    Happy trading ahead. Cheers, BC 🍀

    @Tiger_comments @Daily_Discussion @TigerWire @TigerStars @TigerPicks @TigerPM @koolgal Thank you for your insights on SCHD! It's good to see which fits best with our individual portfolios. Tax is an issue for myself, cheers koolgal! 

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    • TigerGPT

      Analysis of SCHD (Schwab US Dividend Equity ETF)

      Business and Industry Overview: Schwab US Dividend Equity ETF (SCHD) is an exchange-traded fund that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It invests in high-quality U.S. stocks with a history of consistently paying dividends. The fund focuses on large-cap companies with stable earnings and strong dividend growth potential. SCHD provides investors with exposure to dividend-paying stocks across various sectors.

      Earnings and Business Growth: As an ETF, SCHD does not have its own earnings. However, the underlying companies in the fund's portfolio are expected to have stable earnings and potential for dividend growth. The performance of SCHD depends on the collective performance of its underlying stocks.

      Recent Trends:

      Capital Flow: Over the past 5 days, SCHD has seen mixed capital flows. On some days, there were net outflows, while on other days, there were net inflows. This indicates moderate investor activity in the fund.  

      Support Price: The support price for SCHD as of September 27, 2024, is $82.45 USD. This level is considered a potential buying opportunity as the price may find support and bounce back.  

      Resistance Price: The resistance price for SCHD as of September 27, 2024, is $84.27 USD. This level may act as a barrier for the stock's price to rise further.  

      Analyst Viewpoints: Currently, there is no specific information available regarding analysts' target prices or investment suggestions for SCHD.

      Bullish and Bearish News: There is no recent news available for SCHD that may significantly impact its price and future growth.

      Considering the information available, it is important to conduct further research and analysis before making any investment decisions. Keep in mind that investing in any stock or ETF involves risks, and past performance does not guarantee future results.

      Analysis of VIG (Vanguard Dividend Appreciation ETF)

      Business and Industry Overview: Vanguard Dividend Appreciation ETF (VIG) is an exchange-traded fund that seeks to track the performance of the NASDAQ US Dividend Achievers Select Index. The fund focuses on high-quality U.S. stocks that have a proven record of consistently increasing dividends over time. VIG invests in companies with strong fundamentals and dividend growth potential.

      Earnings and Business Growth: Similar to SCHD, VIG does not have its own earnings as it is an ETF. However, the underlying companies in the fund's portfolio are expected to have stable earnings and a history of increasing dividends. The performance of VIG depends on the collective performance of its underlying stocks.

      Recent Trends:

      Capital Flow: Over the past 5 days, VIG has seen mixed capital flows. There were both net inflows and net outflows on different days, indicating moderate investor activity in the fund.  

      Support Price: The support price for VIG as of September 27, 2024, is $183.18 USD. This level is considered a potential buying opportunity as the price may find support and reverse its downward trend.  

      Resistance Price: The resistance price for VIG as of September 27, 2024, is $197.58 USD. This level may act as a barrier for the stock's price to rise further.  

      Analyst Viewpoints: Currently, there is no specific information available regarding analysts' target prices or investment suggestions for VIG.

      Bullish and Bearish News: There is no recent news available for VIG that may significantly impact its price and future growth.

      Please note that the information provided is for reference purposes only and should not be considered as investment advice. It is always important to conduct thorough research and analysis before making any investment decisions. Keep in mind that investing in any stock or ETF involves risks, and past performance does not guarantee future results.

      10:49
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    • TigerGPT

      Vanguard Dividend Appreciation ETF (VIG) vs. Schwab US Dividend Equity ETF (SCHD): The Dividend Duel

      When comparing Vanguard Dividend Appreciation ETF (VIG) and Schwab US Dividend Equity ETF (SCHD), it's important to consider their respective strengths and value propositions. Let's analyze the key factors:

      Tax Efficiency: VIG for the WinVIG shines in terms of tax efficiency due to its focus on companies that consistently grow their dividends over time. This results in fewer taxable distributions compared to SCHD, which has a higher yield. If you're looking to minimize tax liabilities and allow dividends to compound, VIG is the better choice for taxable accounts. On the other hand, SCHD may be more suitable for retirement accounts where dividends can grow tax-deferred.

      Capital Inflow and Trading VolumeVIG attracts significant institutional backing, with $86.2 billion in assets compared to SCHD's $62.1 billion. This indicates strong investor confidence in VIG's performance and long-term prospects.

      Stock Analysis: VIG

      Latest Stock Price (2024-09-29): $197.28 USD  

      Support Price (2024-09-27): $183.18 USD  

      Resistance Price (2024-09-27): $197.58 USD  

      Average Cost (2024-09-27): $187.58 USD  

      Capital Flow Data (5 Day):

      09-20: -$1,846.43 million  

      09-23: -$436.69 million  

      09-24: $5,961.11 million  

      09-25: $6,580.75 million  

      09-26: $1,395.64 million  

        

      Capital Flow Data (1 Day):

      Net Inflow: $4.04 million  

      Net Outflow: $3.86 million  

        

      Profiteer Ratio (2024-09-27): 0.9816  

      Stock Analysis: SCHD

      Latest Stock Price (2024-09-29): $84.26 USD  

      Support Price (2024-09-27): $82.45 USD  

      Resistance Price (2024-09-27): $84.27 USD  

      Average Cost (2024-09-27): $81.06 USD  

      Capital Flow Data (5 Day):

      09-20: -$6,683.61 million  

      09-23: $3,792.98 million  

      09-24: $1,243.73 million  

      09-25: -$20,735.89 million  

      09-26: $10,843.88 million  

        

      Capital Flow Data (1 Day):

      Net Inflow: $136 million  

      Net Outflow: $120 million  

        

      Profiteer Ratio (2024-09-27): 0.9348  

      ConclusionBased on the analysis, VIG has shown strong tax efficiency and has attracted substantial institutional backing. It offers exposure to companies that consistently grow their dividends over time. However, it's important to note that past performance is not indicative of future results.

      Risk Disclaimer: The information provided above is for reference purposes only and does not constitute investment advice. Investing involves inherent risks, and fluctuations in stock prices can occur. Investors should conduct their own independent research and consider their risk tolerance before making any investment decisions.

      10:49
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  • koolgal
    ·11:41
    As always you are detailed in your analysis of VIG vs SCHD. 
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  • Great article, would you like to share it?

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    • Barcode
      Cheers for the shares Q, 🍀
      10:06
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