Casual Friday: Equal & Opposite? + Ticker Overload— Berkshire Asset Management

June 5, 2023 in IMGP Partner

2022 was a notable year for dividend strategies. In fact, most dividend indices were roughly flat, while the S&P 500 languished, down nearly 20%. Growth and momentum as factors got smoked, while dividends, value and profitability held up much better. Now, almost midway through 2023, “equal and opposite” forces shape YTD performance.

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