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2022-01-02

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These dividend-paying companies can help to fade big tech and play a broader economic recovery

If 2020 was the year for the stay-at-home stocks, well, 2021 wasn't. Bloomberg columnist John Auther

These dividend-paying companies can help to fade big tech and play a broader economic recovery

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Bloomberg columnist John Auther","content":"<html><head></head><body><p>If 2020 was the year for the stay-at-home stocks, well, 2021 wasn&#39;t. Bloomberg columnist John Authers points out that an investor who shorted the S&amp;P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.</p><p>So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.</p><p>Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. 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U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. \"This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,\" he writes.But how to do that? There's an exchange-traded fund, the ProShares S&P 500 Dividend Aristrocrats, based on an index that limits membership to S&P 500 companies that have raised their dividend for 25 consecutive years. 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