Dividend Stocks Keep Crushing The Market As AI Concerns Mount

Austin RogersInvesting GroupFollow5ShareSavePlay(19min)CommentsSummaryDividend ETFs like SCHD, FDL, and HDV are outperforming AI and SaaS stocks as investors favor moderate-yielding dividend payers over high-growth tech names.Energy stocks, notably XOM and CVX, have driven dividend ETF performance, but current valuations appear stretched relative to long-term growth prospects.Tech hardware remains attractive amid ongoing data center buildouts, with TDIV offering diversified exposure and TDVI providing a high-yield covered call alternative.Alternative inflation metrics suggest real-time inflation is lower than CPI indicates, with shelter components acting as a future disinflationary force.The dip in alternative asset managers appears to be based on speculation about future AI disruption rather than hard data. I see this as a buying opportunity.Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More » wildpixel/iStock via Getty Images I'm not going to sugarcoat this with false modesty. I'm crushing it. Lady Luck has smiled upon my portfolio this year in a big way. Those of us who focus on moderate-yielding dividend growth stocks have enjoyed a phenomenal start toThis article was written byAustin Rogers21.19K FollowersFollowAustin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns. Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of SCHD, FDL, HDV, TDVI, UTF, ARCC, HTGC, AMH, ARES, BX, VGUS, BAM 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.