DAC Insights

Dividend Assets Capital has been an investor in energy infrastructure, particularly midstream Master Limited Partnerships (“MLPs”), since their beginning. Midstream MLPs are involved in the transportation, processing and storage of oil, natural gas and their liquids. Historically, midstream MLPs have had a meaningful impact on investment portfolios designed to generate income. To demonstrate this impact, DAC has analyzed and compared 4 investment portfolios with a variety of investment allocations that include High Yield bonds, REITs and midstream MLPs…

DAC produces this monthly bulletin to be a one-stop information resource on domestic supply/demand factors and global trends in the energy market. Read our thoughts on crude oil production, imports, exports and inventory rates as well as thoughts about energy transition and whether we might see $100/barrel oil.

Incorporating securities that consistently pay dividends with sustainable growth rates into an overall retirement investment plan may help investors achieve their income needs and reduce the possibility of outliving their assets.

We have analyzed the impact a dividend investment strategy might have had on an investment portfolio designed to generate retirement income over the last 20 years. The results may surprise you…

As we move into the end of 2020, clients should review their unique circumstances for deferring, reducing, or accelerating tax planning strategies.

Given unique tax opportunities of 2020 and the uncertainly around potential tax implications in 2021, tax planning is not as straight forward as in years past. Below are some ideas that might help to enhance outcomes this year while preparing for what could come next year.

What It Is and How It Aligns with DAC’s Core Investment Philosophy Dividend Assets Capital is committed to a core investment philosophy that influences…

The recent equity market advancement seems to be somewhat vexing given all the negative news we’ve been receiving. Here are a few market insights that we hope might bring a little clarity to the current trends…

Dividend Assets Capital believes that dividend growth is one of the best indicators of future price performance of a stock. When dividends are paid consistently, at an increasing rate over the long-term, this is likely to exert a positive movement of price performance. We can illustrate how this dividend growth may affect the investment outcome of various dividend paying stocks simply by comparing their 10-year “Yield On Cost.”

Focus: Providing an overview of the current market with a focus on energy and dividend growth stocks.

Focus: Current market activity and our views on how to position from here.