PDF Investing for Successful Retirement

Investing for Successful Retirement

UD OLLI ? Fall 2019 Class 3 ? Sept 18th 2019

Rajeev A. Vaidya Dick Arvedlund Fred Cash

Disclaimer ? in plain language:

Opinions are like noses, everyone has one ! You are going to see mine today !! I am simply sharing my perspective.

This is not investment advice or recommendation. I am not a financial advisor. This talk is for educational purposes only.

Form your own opinion, make your own investment decisions.

September 19

Rajeev Vaidya

1

Today's Class

Review ? Current State of the market

Yields S&P 500 ? weekly and daily (monthly ? at the start of each month)

Investment Plans

Having a Plan is better than not having one. Basic Elements of an Investment Plan Plan for Class 4

Class Exercise Open discussion

September 19

Rajeev Vaidya

2

Dividend & Treasury Yields

9/4 10 yr. Low = 1.45% 9/13 ? WSJ weekend 10yr. Close = 1.90% S&P500 yield = 1.91%

? 12mon fwd. looking dividend yields for the Dow 30 23 of the 30 DJIA stocks have an expected yield > 2%

Sure Dividend Newsletter - 215 S&P500 Stocks have a Dividend yield >2% average Beta for these stocks is 0.82

September 19

Rajeev Vaidya

3

SPX - Weekly

September 19

Rajeev Vaidya

4

SPX - Daily

September 19

Rajeev Vaidya

5

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