CGDV: Differentiated Strategy Likely To Yield Superior Results For Long-Term Holders
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Dividend Collection AgencyInvesting GroupFollow5ShareSavePlay(10min)CommentsSummaryCapital Group Dividend Value ETF offers a compelling blend of growth and income, making it suitable as a long-term core holding.CGDV’s differentiated, multi-manager, actively managed approach and higher technology exposure position it for potential outperformance versus passive peers.Despite a lower 1.25% yield, CGDV’s distributions have grown steadily, and its strategy has delivered strong returns since inception, outperforming VOO in 2 of 3 years.I expect CGDV to deliver 15–20% total returns going forward, supported by sector allocation, portfolio concentration, and selective international exposure.Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More » everydayplus/iStock via Getty Images Introduction Ever since Capital Group's Dividend Value ETF (CGDV) popped up on my radar months ago, I was instantly drawn to their differentiated investment strategy. While there are ETFs with significantly longer track records, CGDV's investmentThis article was written byDividend Collection Agency8.81K FollowersFollowFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group.
Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income and live off dividends in the next 5-7 years. I aspire to reach and help the hard working, lower and middle class workers build investment portfolios of high quality, dividend-paying companies. I also hope to give investors a new perspective to help them reach financial independence.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CGDV, SCHD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.