# Ep. 151: The Size of the Check Tells You Nothing

Page: https://stenobird.com/podcast/informed-investing-7720447/ep-151-the-size-of-the-check-tells-you-nothing
Text version: https://stenobird.com/podcast/informed-investing-7720447/ep-151-the-size-of-the-check-tells-you-nothing.md
Podcast: [Informed Investing](https://stenobird.com/podcast/informed-investing-7720447)
Published: 2026-09-21T14:56:05+00:00
Episode link: https://investing.transistor.fm/episodes/ep-151-the-size-of-the-check-tells-you-nothing
Audio file: https://media.transistor.fm/e17b7ac8/6e0e3e94.mp3
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JSON: https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-151-the-size-of-the-check-tells-you-nothing
Duration seconds: 1249

## Resource

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.

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## Transcript

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