www.insidermonkey.com Open in urlscan Pro
13.248.131.72  Public Scan

Form analysis
4 forms found in the DOM

GET https://www.insidermonkey.com/search/all

<form class="search" role="search" action="https://www.insidermonkey.com/search/all" method="get"> <input class="search-box search-input" type="text" placeholder="Search Hedge Funds, Stocks, Insiders" name="q" autocomplete="off">
  <div class="submit-container"> <input class="icon-search-gray-icon" type="submit" value="" name="submit"> </div>
</form>

GET https://www.insidermonkey.com/search/all

<form class="search" role="search" action="https://www.insidermonkey.com/search/all" method="get"> <input class="search-box search-input" type="text" placeholder="Search Hedge Funds, Stocks, Insiders" name="q" autocomplete="off"> <button
    type="button" class="icon-search-close close-mobile-search-button"></button> </form>

<form style="width: 100%">
  <div class="input-container advertorial-get-email"> <input type="email" placeholder="Enter Your Email"> </div>
  <div class="input-container advertorial-get-email"> <input type="submit" value="Get FREE Report"> </div>
</form>

<form>
  <div class="input-container"> <input type="email" placeholder="Enter Your Email"> <input type="submit" class="button action-button" value="Sign Up!"> </div>
  <p class="get-email-message"></p>
</form>

Text Content

Log In Sign Up Premium



 * Markets
   * News
   * Tech
   * Market Movers
   * Futures Forex
   * Macroeconomic Predictions
   * Options
 * Insider Trading
   * Main
   * Education Center
   * Stock Screener
   * Insider Purchases
   * Insider Sales
   * Browse Companies
   * Latest 13D & 13G Filings
 * Hedge Funds
   * Main
   * Education Center
   * Browse Hedge Funds
   * Best Performing
   * Worst Performing
   * Other Institutional Investors
 * Retirement
   * ETF Trading
   * Commodities
   * Gold
   * Dividend Stocks
 * Opinion
   * Main
   * Hedge Fund Analysis
   * Stock Analysis
   * We Disagree
   * Lists
   * Authors
 * Premium
   * Newsletters
   * My Subscriptions
   * Premium Readership
 * Log In
 * Sign Up

Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for Sorry, no results has been found matching your
query.







Dividend Stocks-Hedge Funds-News


15 BEST DIVIDEND STOCKS OF 2023

PUBLISHED ON APRIL 28, 2023 AT 5:01 PM BY VARDAH GILL IN DIVIDEND STOCKS, HEDGE
FUNDS, NEWS

Share Tweet Email

In this article, we discuss 15 best dividend stocks of 2023. You can skip our
detailed analysis of dividend stocks and their performance over the years, and
go directly to read 5 Best Dividend Stocks of 2023. 



Just when the stock market began recovering after suffering huge losses in 2022,
the recent bank crisis drew the market into the vortex of uncertainty all over
again. According to Federal Reserve’s March policy meeting, the Silicon Valley
Bank fallout is likely to push the US economy into a mild recession later this
year, as reported by CNBC. This is the first time in the high-interest rate
cycle that staff economists have forecast such a recession. While this recent
development sent global markets into a minor panic, investors are loading up on
income-generating stocks to stay afloat during this period.

High-interest rate periods generally fare well for dividend stocks as these
securities tend to be more resilient due to their strong cash flows and solid
balance sheets. Historically, dividend stocks have significantly represented the
market’s overall return, especially during high inflationary periods. Since
1930, dividends accounted for 54% of the stock market’s total return whenever
inflation has averaged 5% or more.



Companies with consistent dividend hikes become top choices for investors
because of their long-term growth potential and lower volatility. In fact,
dividend growers have produced better returns than the broader market in the
past. In 12 Dividend Kings To Buy For Safe Dividend Growth, we reported that
dividend growers delivered an annual return of 9.62% on average from 1972 to
2018, compared with a 7.30% return of the S&P 500. During this period,
non-dividend payers underperformed dividend growers and delivered an annual
average return of 2.40%.

Dividend stocks are also less volatile than other asset classes because of their
solid financials and proven track record of success. Investors who look for
stable sources of income may be more likely to hold onto their dividend-paying
stocks during market volatility, which can help stabilize the stock price and
reduce volatility. Historical analysis has shown that dividend stocks have
generated high returns with lower volatility over the years. From 1990 to 2022,
dividend growers delivered a 9.3% return to shareholders with a 14.5%
volatility. In comparison, non-dividend payers represented a 19.7% volatility
during this period, while returning 4%, as reported by Capital Group.

As dividend stocks are still gaining traction among investors, we have
shortlisted some of the best dividend stocks of 2023 in this article. Overall,
McDonald’s Corporation (NYSE:MCD), AbbVie Inc. (NYSE:ABBV), and JPMorgan Chase &
Co. (NYSE:JPM) are some of the prominent dividend stocks with strong dividend
policies.

Daily newspaper economy stock market chart

Our Methodology:

For this list, we selected dividend stocks with the highest stock price returns
in 2023, as of April 28. We also considered hedge fund sentiment around each
stock, according to Insider Monkey’s database for Q4 2022. The stocks are ranked
in ascending order of their year-to-date returns.


BEST DIVIDEND STOCKS OF 2023


15. BROADCOM INC. (NASDAQ:AVGO)

Year-to-date Returns as of April 28: 11.7%

Broadcom Inc. (NASDAQ:AVGO) is an American semiconductor manufacturing company
that also specializes in infrastructure software products. Since the start of
2023, the stock delivered an 11.7% return to shareholders, while its 12-month
return came in at 6.7%, as of April 28.

Broadcom Inc. (NASDAQ:AVGO) currently pays a quarterly dividend of $4.60 per
share for a dividend yield of 2.98%, as of April 28. The company is one of the
best dividend stocks on our list as it maintains a 12-year streak of consistent
dividend growth. Other best dividend stocks grabbing investors’ attention
include McDonald’s Corporation (NYSE:MCD), AbbVie Inc. (NYSE:ABBV), and JPMorgan
Chase & Co. (NYSE:JPM).

In fiscal Q1 2023, Broadcom Inc. (NASDAQ:AVGO) generated nearly $4 billion in
free cash flow and paid roughly $2 billion in dividends to shareholders.

Benchmark initiated its coverage on Broadcom Inc. (NASDAQ:AVGO) with a Buy
rating in April with a $770 price target. The firm noted that the company is the
second largest in the chip industry following its acquisitions.

As of the close of Q4 2022, 72 hedge funds tracked by Insider Monkey reported
having stakes in Broadcom Inc. (NASDAQ:AVGO), compared with 74 in the previous
quarter. The collective value of these stakes is roughly $4 billion.

Aristotle Atlantic Partners, LLC mentioned Broadcom Inc. (NASDAQ:AVGO) in its Q4
2022 investor letter. Here is what the firm has to say:

> “Broadcom Inc. (NASDAQ:AVGO) contributed to performance in the quarter
> following the company’s solid fourth quarter 2022 results. This was driven by
> better-than-expected results in both its semiconductor solutions, networking
> and storage segments. The company also provided first quarter guidance that
> was ahead of consensus as well as 2023 commentary that expects earnings
> momentum to continue due to a strong product cycle.”


14. BROWN & BROWN, INC. (NYSE:BRO)

Year-to-date Returns as of April 28: 12.89%

Brown & Brown, Inc. (NYSE:BRO) is an American leading insurance brokerage that
also provides risk management solutions to its consumers. Citigroup upgraded the
stock to Buy in April and also raised its price target on the stock to $69. The
firm gave a positive outlook on property and casualty brokers due to their
strong balance sheets.

In the past six months, Brown & Brown, Inc. (NYSE:BRO) delivered a 9.07% return
to shareholders and its year-to-date returns came in at 12.89%, as of April 28.

On April 25, Brown & Brown, Inc. (NYSE:BRO) declared a quarterly dividend of
$0.115 per share, which was consistent with its previous dividend. In 2022, the
company stretched its dividend growth streak to 29 years, making it one of the
best dividend stocks on our list. As of April 28, the stock has a dividend yield
of 0.72%.

As of the close of Q4 2022, 29 hedge funds in Insider Monkey’s database reported
having stakes in Brown & Brown, Inc. (NYSE:BRO), up from 27 in the previous
quarter. These stakes have a total value of over $1.43 billion.

TimesSquare Capital Management mentioned Brown & Brown, Inc. (NYSE:BRO) in its
Q4 2022 investor letter. Here is what the firm has to say:

> “With the improving backdrop for insurance companies, we began a position in
> Brown & Brown, Inc. (NYSE:BRO). An independent insurance broker specializing
> in property, casualty, employee benefits, personal lines, and ancillary
> services, we believe that Brown will benefit as insurance pricing broadly
> increases and the company has consistently higher margins than peers. The
> recent weakness in its shares provided a particularly attractive opportunity
> for building our position.”


13. ECOLAB INC. (NYSE:ECL)

Year-to-date Returns as of April 28: 13.8%

Ecolab Inc. (NYSE:ECL) is a Minnesota-based food safety company that specializes
in the hygiene and cleaning of water in a wide variety of applications. The
company is one of the best dividend stocks on our list as it has been rewarding
shareholders with increased dividends for 31 years. It currently pays a
quarterly dividend of $0.53 per share and has a dividend yield of 1.27%, as of
April 28.

Stifel gave a positive outlook on Ecolab Inc. (NYSE:ECL) due to the company’s
business model. In view of this, the firm raised its price target on the stock
to $172 in March and maintained a Hold rating on the shares.

Ecolab Inc. (NYSE:ECL) delivered a 13.8% return to shareholders in 2023 so far
and its 6-month return came in at 6.24%, as of April 28.

As per Insider Monkey’s Q4 2022 database, 47 hedge funds owned stakes in Ecolab
Inc. (NYSE:ECL), up from 42 in the previous quarter. The collective value of
these stakes is over $2 billion.

ClearBridge Investments mentioned Ecolab Inc. (NYSE:ECL) in its Q3 2022 investor
letter. Here is what the firm has to say:

> “We have focused our valuation discipline to reduce exposure to
> higher-multiple stocks most at risk of multiple compression in the current
> environment. Along these lines, while we remain constructive on the high
> returns on invested capital Ecolab Inc. (NYSE:ECL) earns in its core business,
> over the years its diversification has diluted this segment’s importance, and
> we feel less comfortable defending the position at current valuations.”


12. LINDE PLC (NYSE:LIN)

Year-to-date Returns as of April 28: 15.6%

A global multinational chemicals company, Linde plc (NYSE:LIN) is next on our
list of the best dividend stocks. Since the start of 2023, the stock delivered a
15.6% return to shareholders with a 12-month return of 12.8%, as of April 28.

In the first quarter of 2023, Linde plc (NYSE:LIN) reported a strong cash
position with its free cash flow amounting to over $1 billion. During the
quarter, the company returned over $1.4 billion to shareholders in dividends and
share repurchases.

Linde plc (NYSE:LIN) currently offers a quarterly dividend of $1.275 per share
and has a dividend yield of 1.39%, as of April 28. The stock has been raising
its dividends consistently for the past 28 years.

At the end of Q4 2022, 56 hedge funds tracked by Insider Monkey had stakes in
Linde plc (NYSE:LIN), the same as in the previous quarter. These stakes have a
collective value of over $2.8 billion. With roughly 3 million shares, Impax
Asset Management was the company’s leading stakeholder in Q4.

Madison Funds mentioned Linde plc (NYSE:LIN) in its Q4 2022 investor letter.
Here is what the firm has to say:

> “Linde plc (NYSE:LIN) stock was strong during the fourth quarter following a
> solid third quarter. Linde remains well positioned with the passage of the
> Inflation Reduction Act and energy transition with carbon dioxide
> sequestration opportunities, gasification services, and various hydrogen
> projects. Linde and Schlumberger announced that they entered into a
> collaboration of carbon capture, utilization, and sequestration (CCUS)
> projects to accelerate decarbonization solutions across industrial and energy
> sectors. The collaboration will combine decades of experience in carbon
> dioxide capture and sequestration. The collaboration will focus on hydrogen
> and ammonia production where carbon dioxide is a by-product. The International
> Energy Agency estimates that 6 Gigatons of carbon dioxide will need to be
> abated with CCUS in order to reach net zero by 2050. During the quarter, Linde
> also announced that it became a signatory to the United Nations Global Compact
> (UNGC), the world’s largest corporate sustainability initiative. As a
> signatory, Linde has committed to aligning its strategy and activities with
> the UNGC’s Ten Principles across human rights, labor, environment, and
> anti-corruption.”


11. SKYWORKS SOLUTIONS, INC. (NASDAQ:SWKS)

Year-to-date Returns as of April 28: 15.8%

Skyworks Solutions, Inc. (NASDAQ:SWKS) is a California-based semiconductor
manufacturing company that pays a quarterly dividend of $0.62 per share. The
company has been raising its dividends consistently for the past eight years,
which makes it one of the best dividend stocks on our list. The stock has a
dividend yield of 2.37%, as of April 28.

In April, Stifel initiated its coverage on Skyworks Solutions, Inc.
(NASDAQ:SWKS) with a Buy rating and a $150 price target, as the firm sees the
company diversify into broad-based markets.

Since the beginning of 2023, Skyworks Solutions, Inc. (NASDAQ:SWKS) returned
15.8% to shareholders and its 6-month returns stood at 19.05%, as of April 28.

At the end of December 2022, 43 hedge funds tracked by Insider Monkey owned
stakes in Skyworks Solutions, Inc. (NASDAQ:SWKS), up from 39 in the previous
quarter. The total value of these stakes is over $871 million.

Heartland Advisors mentioned Skyworks Solutions, Inc. (NASDAQ:SWKS) in its Q3
2022 investor letter. Here is what the firm has to say:

> “Before the risk-on rebound early in the quarter, we were searching for
> opportunities to shift from our defensive stance, looking for beaten-down,
> high-quality “early cycle” leaders. Existing holding, Skyworks Solutions, Inc.
> (NASDAQ:SWKS), represents one such opportunity that was added to one weakness.
> 
> Skyworks is one of two leading providers of radio frequency system components
> to smartphone makers and electronics manufacturers. With every step-up in
> product complexity, over the past two decades, the competitive landscape has
> shrunk while gross margins have increased significantly. 5G represents another
> such step-up, which is likely to increase how much Skyworks can make per
> smartphone. (Click here to view the full text)


10. APPLIED MATERIALS, INC. (NASDAQ:AMAT)

Year-to-date Returns as of April 28: 16.01%

Applied Materials, Inc. (NASDAQ:AMAT) supplies services and software for the
manufacturing of semiconductor chips. The company is based in California, US. On
March 13, the company hiked its quarterly dividend by 23.1% to $0.32 per share.
This marked the company’s sixth consecutive year of dividend growth. The stock’s
dividend yield on April 28 came in at 1.14%.

KGI Securities upgraded Applied Materials, Inc. (NASDAQ:AMAT) to Outperform in
March with a $145 price target, appreciating the company’s performance this
year.

Applied Materials, Inc. (NASDAQ:AMAT) is up 16.01% year-to-date, as of April 28.

At the end of the most recent quarter, 70 hedge funds in Insider Monkey’s
database owned stakes in Applied Materials, Inc. (NASDAQ:AMAT), compared with 67
in the previous quarter. These stakes have a collective value of over $3.78
billion.

Davis Advisers mentioned Applied Materials, Inc. (NASDAQ:AMAT) in its annual
2022 investor letter. Here is what the firm has to say:

> “If Berkshire represents “growing value” then Applied Materials, Inc.
> (NASDAQ:AMAT) might be said to represent “undervalued growth.” Founded more
> than a half century ago, Applied Materials has grown to be the largest
> supplier of manufacturing tools, services and software to the semiconductor
> industry. Holding more than 15,000 patents, Applied has become the
> irreplaceable supplier to the critical global growth industry, semiconductors.
> Because this company’s earnings can be uneven, short-sighted investors often
> label this company as “cyclical” and assign it a relatively low valuation.
> 
> We disagree and, having perused more than 50 years of data, conclude that
> Applied is unquestionably a growth company trading at a value price. Figure 8
> shows the two sustainable drivers of this growth. The green bars indicate that
> semiconductor manufacturers have grown industry revenue at 7.5% over the last
> decade, more than three times the growth of the U.S. economy over this same
> decade. The orange line indicates that the percentage of this revenue that the
> industry commits to capital spending has gradually risen from roughly 20% to
> 30%. Putting these two trends together, it should come as no surprise that
> Applied has grown revenue at a rate of 11%, and operating income at more than
> 19% over this same time period.
> 
> In the near term, the impact of the chip industry’s post-pandemic inventory
> correction, which could reduce equipment demand, may more than offset the
> benefit of recent supply chain issues that limited Applied Materials’ ability
> to meet customer demand. Longer term, geopolitical tensions between China and
> the U.S. are driving investment in potentially redundant chip production
> globally, while at the same time the U.S. and her allies are restricting
> export of leading edge production tools into China. Even though the near term
> is frustratingly veiled in uncertainty, the recent shortages and trade
> restrictions have firmly established that access to chip-production technology
> is essential to every major industrial economy. Given this, we see more
> opportunity than risk and estimate that Applied Materials could sell at about
> 10 times what the company could be earning three-to-five years from now.”


9. A. O. SMITH CORPORATION (NYSE:AOS)

Year-to-date Returns as of April 28: 16.8%

A. O. Smith Corporation (NYSE:AOS) is an American company that manufactures
commercial and residential water heaters and boilers. In the first quarter of
2023, the company’s cash generation remained strong. Its operating cash flow for
the quarter came in at roughly $120 million and its free cash flow stood at $110
million.

A. O. Smith Corporation (NYSE:AOS), one of the best dividend stocks on our list,
has been making uninterrupted dividend payments for the past 83 years. Moreover,
it maintains a 29-year streak of consistent dividend growth. The company pays a
quarterly dividend of $0.30 per share and has a dividend yield of 1.74%, as of
April 28.

At the end of December 2022, 26 hedge funds in Insider Monkey’s database owned
stakes in A. O. Smith Corporation (NYSE:AOS), compared with 29 a quarter
earlier. These stakes have a consolidated value of over $483 million.

TimesSquare Capital Management mentioned A. O. Smith Corporation (NYSE:AOS) in
its Q4 2022 investor letter. Here is what the firm has to say:

> “We trimmed our position on that strength. Added to the strategy this quarter
> was A. O. Smith Corporation (NYSE:AOS), the leading global manufacturer of
> residential and commercial-grade water heaters and boilers. The company saw a
> rebound in orders after a period of steady inventory destocking, which added
> to our assessment that A.O. Smith was poised to benefit from increased sales
> and improving margins. In addition, its sales in China have stabilized.”


8. THE CLOROX COMPANY (NYSE:CLX)

Year-to-date Returns as of April 28: 17.1%

The Clorox Company (NYSE:CLX) is an American manufacturing company that
specializes in consumer products like cleaning and bleaching supplies. Since the
start of 2023, the stock delivered a 17.1% return to shareholders and its
12-month return came in at 12.3%, as of April 28.

The Clorox Company (NYSE:CLX) currently offers a quarterly dividend of $1.18 per
share for a dividend yield of 2.83%, as of April 28. The company is one of the
best dividend stocks on our list as it maintains a 20-year streak of consistent
dividend growth.

The number of hedge funds tracked by Insider Monkey having stakes in The Clorox
Company (NYSE:CLX) stood at 34 in Q4 2022, growing from 27 in the previous
quarter. These stakes have a collective value of over $764.3 million. Among
these hedge funds, Viking Global was the company’s leading stakeholder in Q4.


7. CHURCH & DWIGHT CO., INC. (NYSE:CHD)

Year-to-date Returns as of April 28: 19.3%

Church & Dwight Co., Inc. (NYSE:CHD) is a New Jersey-based multinational company
that specializes in personal care, household, and other specialty products. In
the first quarter of 2023, the company reported revenue of $1.43 billion, which
showed a 10% growth from the same period last year. The company’s organic and
net sales showed year-over-year growth of 5.7% and 10.2%, respectively. The
stock is up 19.3% year-to-date, as of April 28.

One of the best dividend stocks, Church & Dwight Co., Inc. (NYSE:CHD) currently
offers a quarterly dividend of $0.2725 per share. The company has a 27-year run
of growing its dividends and has paid dividends to shareholders for consecutive
122 years. The stock’s dividend yield on April 28 came in at 1.11%.

At the end of December 2022, 36 hedge funds tracked by Insider Monkey owned
stakes in Church & Dwight Co., Inc. (NYSE:CHD), with a total value of over $1.4
billion.


6. W.W. GRAINGER, INC. (NYSE:GWW)

Year-to-date Returns as of April 28: 24.6%

W.W. Grainger, Inc. (NYSE:GWW) specializes in the distribution of industrial
supplies and other equipment. The company is a Dividend King with 53 consecutive
years of dividend growth, which makes it one of the best dividend stocks on our
list. It currently pays a quarterly dividend of $1.86 per share and has a
dividend yield of 1.07%, as of April 28.

In addition to W.W. Grainger, Inc. (NYSE:GWW), McDonald’s Corporation
(NYSE:MCD), AbbVie Inc. (NYSE:ABBV), and JPMorgan Chase & Co. (NYSE:JPM) are
some other best dividend stocks to consider.

W.W. Grainger, Inc. (NYSE:GWW) was a part of 34 hedge fund portfolios in Q4
2022, the same as in the previous quarter, as per Insider Monkey’s data. The
stakes owned by these hedge funds have a collective value of over $336.2
million.

ClearBridge Investments mentioned W.W. Grainger, Inc. (NYSE:GWW) in its Q4 2022
investor letter. Here is what the firm has to say:

> “W.W. Grainger, Inc. (NYSE:GWW) also has a visible growth runway, with less
> than 10% market share in a highly fragmented maintenance, repair and
> operations business. The company cut catalog prices early in the pandemic to
> maintain revenues and is now benefiting from its Zoro online platform growing
> revenues at a high-double-digit rate.”
> 
>  

Click to continue reading and see 5 Best Dividend Stocks of 2023. 

 

Suggested articles:

 * 10 Best Semiconductor Equipment Stocks to Buy
 * 15 Best Stocks to Buy and Hold for 3 Years
 * 12 Most Popular Retail Investor Stocks in 2023

Disclosure. None. 15 Best Dividend Stocks of 2023 is originally published on
Insider Monkey.

Share Tweet Email

10 Best Semiconductor Equipment Stocks to Buy12 Most Popular Retail Investor
Stocks in 202315 Best Dividend Stocks of 202315 Best Stocks to Buy and Hold for
3 YearsA. O. Smith Corporation (NYSE:AOS)Applied Materials Inc.
(NASDAQ:AMAT)Broadcom Inc. (NASDAQ:AVGO)Brown & Brown Inc. (NYSE:BRO)Church &
Dwight Co Inc (NYSE:CHD)Daily NewsletterEcolab Inc. (NYSE:ECL)HeadlineLinde plc
(NYSE:LIN)NASDAQ:AVGONASDAQ:SWKSNYSE:AOSNYSE:BRONYSE:CHDNYSE:CLXNYSE:ECLNYSE:GWWNYSE:LINSkyworks
Solutions Inc (NASDAQ:SWKS)The Clorox Company (NYSE:CLX)W.W. Grainger Inc.
(NYSE:GWW)Yahoo FinanceShow more...Show less



Related Insider Monkey Articles
15 Best Stocks to Buy and Hold for 3 Years14 Best Income Stocks To Invest In
12 Best Environmental Dividend Stocks To Buy According To Al Gore13 Best Ethical
Companies to Invest in According to Reddit
5 Best Income Stocks To Invest In5 Best Semiconductor Equipment Stocks to Buy

Monthly Newsletter Strategy
201820192020202120220%50%100%150%200%Insider MonkeyS&P 500 Download FREE Report
Hedge Fund Resource Center
 * How to Best Use Insider Monkey to Increase Your Returns
 * Why Track Hedge Funds?
 * Download a Free Edition!
 * Why You Should DUMP Your Hedge Funds
 * 6 Things You Didn't Know About Hedge Funds


Billionaire Hedge Funds

Warren Buffett

Berkshire Hathaway

$293,447,417,000

David Einhorn

Greenlight Capital

$1,491,303,000

George Soros

Soros Fund Management

$5,416,602,000

Jim Simons

Renaissance Technologies

$77,426,184,000

Leon Cooperman

Omega Advisors

$1,886,381,000

Carl Icahn

Icahn Capital LP

$22,521,664,000

Steve Cohen

Point72 Asset Management

$22,767,998,000

John Paulson

Paulson & Co

$3,510,256,000

David Tepper

Appaloosa Management LP

$4,198,712,000

Paul Tudor Jones

Tudor Investment Corp

$6,160,740,000




NEW SAMPLE ISSUE OF INSIDER MONKEY’S MONTHLY NEWSLETTER AND 1 FREE STOCK PICK

PUBLISHED ON APRIL 16, 2023 AT BY INAN DOGAN, PHD

Warren Buffett never mentions this but he is one of the first hedge fund
managers who unlocked the secrets of successful stock market investing. He
launched his hedge fund in 1956 with $105,100 in seed capital. Back then they
weren’t called hedge funds, they were called “partnerships”. Warren Buffett took
25% of all returns in excess of 6 percent. 

For example S&P 500 Index returned 43.4% in 1958. If Warren Buffett’s hedge fund
didn’t generate any outperformance (i.e. secretly invested like a closet index
fund), Warren Buffett would have pocketed a quarter of the 37.4% excess return.
That would have been 9.35% in hedge fund “fees”. 

Actually Warren Buffett failed to beat the S&P 500 Index in 1958, returned only
40.9% and pocketed 8.7 percentage of it as “fees”. His investors didn’t mind
that he underperformed the market in 1958 because he beat the market by a large
margin in 1957. That year Buffett’s hedge fund returned 10.4% and Buffett took
only 1.1 percentage points of that as “fees”. S&P 500 Index lost 10.8% in 1957,
so Buffett’s investors actually thrilled to beat the market by 20.1 percentage
points in 1957.

Between 1957 and 1966 Warren Buffett’s hedge fund returned 23.5% annually after
deducting Warren Buffett’s 5.5 percentage point annual fees. S&P 500 Index
generated an average annual compounded return of only 9.2% during the same
10-year period. An investor who invested $10,000 in Warren Buffett’s hedge fund
at the beginning of 1957 saw his capital turn into $103,000 before fees and
$64,100 after fees (this means Warren Buffett made more than $36,000 in fees
from this investor).

As you can guess, Warren Buffett’s #1 wealth building strategy is to generate
high returns in the 20% to 30% range.

We see several investors trying to strike it rich in options market by risking
their entire savings. You can get rich by returning 20% per year and compounding
that for several years. Warren Buffett has been investing and compounding for at
least 65 years.

So, how did Warren Buffett manage to generate high returns and beat the market?

In a free sample issue of our monthly newsletter we analyzed Warren Buffett’s
stock picks covering the 1999-2017 period and identified the best performing
stocks in Warren Buffett’s portfolio. This is basically a recipe to generate
better returns than Warren Buffett is achieving himself.

You can enter your email below to get our FREE report. In the same report you
can also find a detailed bonus biotech stock pick that we expect to return more
than 50% within 12-24 months. We initially share this idea in October 2018 and
the stock already returned more than 150%. We still like this investment.


FREE REPORT REVEALS

Warren Buffet's Secret Recipe

Our Price: $199 FREE


We may use your email to send marketing emails about our services. Click here to
read our privacy policy.


Get our editor’s daily picks straight in your inbox!



RSS Feed Hedge Funds Insider Trading About Us Authors Contact Us Sitemap
Privacy Policy Terms of Use CCPA - Do Not Sell My Information. ©2022 Koala Guide
LLC.


user-signalWir schätzen Ihre Privatsphäre
Alles akzeptieren
Wir und unsere Partner informationen auf einem gerät speichern und/oder abrufen
Wir und unsere Partner verarbeiten personenbezogene Daten wie IP-Adresse,
eindeutige ID und Browsing-Daten für:
 * Auswahl einfacher Anzeigen
 * Ein personalisiertes Anzeigen-Profil erstellen
 * Personalisierte Anzeigen auswählen
 * Ein personalisiertes Inhalts-Profil erstellen
 * Personalisierte Inhalte auswählen
 * Anzeigen-Leistung messen
 * Inhalte-Leistung messen
 * Marktforschung einsetzen, um Erkenntnisse über Zielgruppen zu gewinnen
 * Produkte entwickeln und verbessern
 * Sicherheit gewährleisten, Betrug verhindern und Fehler beheben
 * Anzeigen oder Inhalte technisch bereitstellen

Einige Partner bitten nicht um Ihre Zustimmung zur Verarbeitung Ihrer Daten und
verlassen sich stattdessen auf deren berechtigtes Interesse. Sehen Sie sich
unsere Liste der Partner an, um zu sehen, für welche Zwecke sie ein berechtigtes
Interesse haben und wie Sie dagegen Einwände erheben können.

Ihre Auswahl auf dieser Website wird für diese Website angewendet. Sie können
Ihre Einstellungen jederzeit ändern, indem Sie Ihre Einwilligung widerrufen,
indem Sie auf das Schlosssymbol in der unteren rechten oder linken Ecke klicken.

checklistZweckesettings-toggle-horizontalPartner
Powered By