Dividend investing has long been seen as a reliable path to wealth, but what if there’s a smarter approach for taxable investors?
In this episode, we explore compelling research that questions the value of dividend-focused strategies and introduces a value-based alternative designed to reduce tax drag and boost after-tax returns.
You’ll learn:
Why dividends have such strong emotional appeal—and why that can be misleading
How taxes quietly erode returns over time
The mechanics of a “non-dividend dividend strategy”
Pre- and post-tax results that strongly favor value over yield
If you're focused on long-term wealth and efficiency, this episode offers a thoughtful perspective worth considering.
Find the full research paper here: https://community.quantopian.com/c/community-forums/is-the-best-dividend-strategy-to-avoid-them
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Quant Radio is an AI-generated podcast, intended to help people develop their knowledge and skills in Quant finance. This podcast is not intended to provide investment advice.
