Episode
Ep. 134: Beyond the AI Trade — Where Dividend Money Is Actually Working in 2026
- Podcast
- Informed Investing
- Published
- Aug 26, 2026
- Duration seconds
- 1264
- Processing state
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Summary
5 curated sources (3 dropped: KEO covered-call ETF vlog + BALQ/GPIQ income-vs-growth vlog = manufactured-income retreads of ep132/133; standalone Fool KO article = KO already covered in the 247wallst piece) under one throughline 'BEYOND THE AI TRADE — WHERE DIVIDEND MONEY IS ACTUALLY WORKING': (1) ETFTrends/ALPS sector-balanced dividends — S&P ~38% in 10 mega-caps, value/high-div +10% lead on growth, Q2 headline EPS +47% is really ~28% ex non-operating mega-cap gains, AI capex spilling into utilities/industrials/energy, SDOG equal-weight; (2) 247wallst 5 Aristocrats beating S&P on TOTAL return — CAT +36%, XOM +37%, KO +31.6%, CL +16%, TGT turnaround, all Buy-rated; (3) Fool VOO vs VXUS — US ~20x vs intl ~15x, Vanguard's own 10yr forecast flips (US 4.2-6.2% vs dev-intl 4.5-6.5%), hold both; (4) OUR CL deep-dive — $794M non-cash Skin Health impairment tanked GAAP EPS while FCF ROSE, ~4.5% EV FCF yield, ~2x div coverage, quality King left cheap by the AI trade; (5) Jake YT '5 future aristocrats' core-and-satellite framework, next-gen quality growers.