Equity Lifestyle Propert.

The S&P 500's dip isn't as bad as headlines suggest, as it follows two strong years. Bearish sentiment is high, but I'm focusing on low-volatility value stocks with dividends. My picks include a defensive REIT, a Dividend King, and a discounted tech giant. They offer resilience and upside despite market noise. Risks like recession or AI disruption exist, but these stocks are built to weather uncertainty. I own one - the others are on my watch list.» Mehr auf seekingalpha.com

Highlighting eight companies with upcoming dividend increases, four exceeding 10%, and an average increase of 11.4%, median at 9%. My investment strategy focuses on buying, holding, and expanding stakes in companies with consistent dividend growth and benchmark-beating performance. The list is curated using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ, ensuring a minimum of five years of dividend growth.» Mehr auf seekingalpha.com

I expect a market rotation from growth to value stocks, driven by inflation stability, fading AI tailwinds, and attractive valuations in value sectors. Dividend stocks, especially in energy and REITs, offer diversification and strong risk/reward potential, with consistent cash flow and growth opportunities. While risks like rate cuts or a recession exist, my picks are positioned to perform well even if growth outperforms.» Mehr auf seekingalpha.com