Today on the show, we welcome long-time dividend investor Ramona Persaud. Ramona touches upon volatility, compound growth, and of course, her dividend investing strategy. Ramona explains how her investment strategy works with in a volatile market environment. She says she focuses on key pillars including excess return or alpha, downside protection and a reasonable level of income. Ramona says she’s currently looking at the markets with an open mind. She alludes that there may be a perception of a de-risked economy due to factors like inflation and supply chain issues. She adds, interest rates will most likely not go as high or as low post global financial crisis, but rather in between. When rates are high, this is good for value and great for economically sensitive stocks. Ramona believes there is a potential for a more stock-picking market where skilled picking can drive differentiation and success. She notes how dividend stocks have changed and evolved due to an increase in companies paying dividends. Historically, financials were the main dividend payers but have shifted over time. Ramona stresses the Importance of Active Management. Passive dividend strategies may not provide the desired volatility reduction. So for her, she advocates for an active and intentional approach to dividend investing.

Recorded on March 12, 2024.

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