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Recession Is Imminent: Position Your Portfolio For Monster Dividend Growth

11 Mins read

A recession is on the way.

I become more persuaded of that every day.

My view could change, of course, if the data changes and if trends reverse. But right now, with near uniformity, the trends in the economy seem to point

Rowers Steady, reliable compounders
Ballast High-quality dividend growth ETFs
Sails Higher risk stocks expected to generate higher yields on cost

Non-REIT Types of Rowers Example
Temporarily Discounted Blue-Chips Diageo (DEO), down ~20% YTD due to temporary sales softness and a guidance cut
Renewable Power Producers Clearway Energy (CWEN, CWEN.A), down over 30% YTD due to interest rates, despite zero refinancing risks until 2028
Multi-Decade Dividend Growers Medtronic (MDT), down ~10% YTD on (misguided) concerns about the impact of GLP-1 drugs

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