Independent investment research

Dividend research for serious long-term investors.

Clear analysis of income stocks, funds and portfolio risks—grounded in cash flow, valuation and total return.

Global dividend monitorUSD billions
Global dividend paymentsLike-for-like quarterly comparison400600800Q1Q2$394bn$816bn$421bn$881bn20252026Vanguard Global Payout Pulse
+6.7%Q1 2026 year over year
+8.0%Q2 2026 year over year
$2.47TS&P 2026 forecast

Sources: Vanguard Global Payout Pulse reporting and S&P Global. Q2 is seasonally larger; compare each quarter year over year.

AI POWER Infrastructure meets income0DTE ETFs Yield versus total returnGLOBAL PAYOUTS Record 2026 dividendsEUROPEAN DEFENCE Backlog versus valuationTAX Keep more of your incomeAI POWER Infrastructure meets income0DTE ETFs Yield versus total returnGLOBAL PAYOUTS Record 2026 dividendsEUROPEAN DEFENCE Backlog versus valuationTAX Keep more of your income
Research by objective

Find your starting point

Begin with the portfolio problem you need to solve, then choose the appropriate securities.

Build income

Construct a resilient dividend portfolio with realistic cash-flow targets.

View strategy →

Compare ETFs

Understand yield, option overlays, fees, tax and total return.

Compare funds →

Invest globally

Navigate regional opportunities, currency exposure and withholding tax.

Explore markets →

Plan retirement

Turn uncertain distributions into a disciplined spending framework.

Plan income →
40+Research articles
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2Charts per new analysis
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Our research standard

Yield is the beginning—not the conclusion

Every serious review should answer four questions: where the cash comes from, whether it can continue, what is already priced in and what could break the thesis.

How we think →

Cash-flow durability

We test payout coverage against normalized free cash flow, capital expenditure and balance-sheet obligations.

Business quality

Competitive position, contract visibility, pricing power and management allocation determine staying power.

Valuation discipline

A wonderful dividend business can still be a poor investment when expectations outrun achievable growth.

Scenario and risk analysis

Bull, base and bear cases expose which assumptions matter—and what evidence should change the view.

Investor guide

Where should you begin?

Select the question closest to your situation for a focused reading path.

I need income now

Prioritize payout coverage, drawdown risk and after-tax cash flow. Start with the exact numbers required to live off dividends.

I want long-term growth

Favor dividend growth and total return over the largest starting yield. Compare SCHD versus VIG.

I invest from Europe

Fund domicile and withholding tax can change the winner. Use the UCITS ETF guide.

I am tempted by huge yields

Check NAV, return of capital and benchmark-relative total return before buying. Read the high-yield ETF investigation.

I am starting from zero

Build the vocabulary, objective and allocation before selecting securities. Follow the beginner portfolio framework.

I want international stocks

Control country, currency and sector concentration. Begin with the global dividend-stock overview.

Make the next decision better

Build income on evidence, not excitement.

Explore the latest analyst-reviewed dividend research.

Research is educational and does not constitute personalized investment, legal or tax advice. Market data and distributions change; verify current company filings and fund documents before investing. Hero metrics reference S&P Global, the International Energy Agency and NATO research cited within our underlying articles.

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