Episode
Ep. 151: The Size of the Check Tells You Nothing
- Podcast
- Informed Investing
- Published
- Sep 21, 2026
- Duration seconds
- 1249
- Processing state
not_requested
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Summary
Eight sources on the gap between what a fund pays and what it actually returns: our own IWMW/IWMI teardown (41% paid out, dead last; three tests — capture, rate persistence, cycle behavior), Morningstar's Gold-rated VIG and its deliberate exclusion of the highest yielders, Coca-Cola as the dividend-growth pick at 63 straight raises, a Seeking Alpha SCHD downgrade and the rebuttal to it, MO/O/MAIN as cheap high-yield value against a 5% 10-year, an ETF strategist's from-scratch resilient-portfolio playbook, Doug the Retirement Guy on 2026 dividend tax planning, and a Dividendomics essay on weekly cash flow and what money is actually for.