MARC LICHTENFELD is the Chief Income Strategist of The Oxford Club. His writing has appeared in The Wall Street Journal, Barron’s, and U.S. News & World Report. He is also the bestselling author of previous editions of Get Rich with Dividends: A Proven System for Earning Double-Digit Returns.

Select Guide Rating

• Foreword by Alexander Green xiiiPreface xviiChapter 1 Why Dividend Stocks? 1“Y’all Must’ve Forgot” 5Marc Lichtenfeld’s Authentic Italian Trattoria 8The Numbers 9Keeping Up with Inflation 12The 10-11-12 System 14Summary 16Notes 16Chapter 2 What Is a Perpetual Dividend Raiser? 19Dividend Aristocrats 20The Index 21The Champions 23Junior Aristocrats 26Survivorship 29Summary 30Chapter 3 Past Performance Is No Guarantee of Future Results, but It’s Pretty Darn Close 31Performance of Perpetual Dividend Raisers 34How Do Bonds Compare? 49Are You an Investor from Lake Wobegon? 52Summary 56Notes 56Chapter 4 Why Companies Raise Dividends 59Buybacks versus Dividends 60Management Speaks 65Attracting the Right Shareholders 68Signals to the Market 72Summary 73Notes 74Chapter 5 Get Rich with Boring Dividend Stocks (Snooze Your Way to Millions) 75How Much Do You Want to Make? 75Summary 87Note 87Chapter 6 Get Higher Yields (and Maybe Some Tax Benefits) 89Buying $1 in Assets for $0. 90 89MLPs 98REITs 100BDCs 101You Don’t Have to Play Mahjong with Mrs. Zuckerberg 103Preferred Stocks 105Summary 107Chapter 7 What You Need to Know to Set Up a Portfolio 109The Oxford Income Letter Portfolio An Example 111Setting Up the Portfolio 115Yields 118Payout Ratio 121Dividend Growth Rate 126Special Dividends 128Summary 131Notes 131Chapter 8 The 10-11-12 System 133Yield 133Dividend Growth 134Payout Ratio 135Formula 135Numbers 147When to Sell 156Summary 158Chapter 9 DRIPs and Direct Purchase Plans 159Summary 163Chapter 10 Using Options to Turbocharge Your Returns 165Covered Calls: The Espresso of Income Investing 167Option Prices 169Volatility: An Option Seller’s Best Friend 170Time Is on Your Side 171Who Should Sell Covered Calls? 172Annual Returns of 20% 173Selling Puts 177Summary 179Chapter 11 Foreign Stocks 181One Lump or Two? 182Lumpy Perpetual Dividend Raisers? 184Other Risks 186Summary 188Chapter 12 Taxes 189Foreign Taxes 191Tax-Deferred Strategies 192Tax Law Changes 194Summary 194Note 195Chapter 13 Crypto 197Summary 200Note 201Conclusion: The End of the Book, the Beginning of Your Future 203Glossary 207Acknowledgments 211About the Author 213Index 215

MARC LICHTENFELD is the Chief Income Strategist of The Oxford Club. His writing has appeared in The Wall Street Journal, Barron’s, and U.S. News & World Report. He is also the bestselling author of previous editions of Get Rich with Dividends: A Proven System for Earning Double-Digit Returns.

Select Guide Rating

• Foreword by Alexander Green xiiiPreface xviiChapter 1 Why Dividend Stocks? 1“Y’all Must’ve Forgot” 5Marc Lichtenfeld’s Authentic Italian Trattoria 8The Numbers 9Keeping Up with Inflation 12The 10-11-12 System 14Summary 16Notes 16Chapter 2 What Is a Perpetual Dividend Raiser? 19Dividend Aristocrats 20The Index 21The Champions 23Junior Aristocrats 26Survivorship 29Summary 30Chapter 3 Past Performance Is No Guarantee of Future Results, but It’s Pretty Darn Close 31Performance of Perpetual Dividend Raisers 34How Do Bonds Compare? 49Are You an Investor from Lake Wobegon? 52Summary 56Notes 56Chapter 4 Why Companies Raise Dividends 59Buybacks versus Dividends 60Management Speaks 65Attracting the Right Shareholders 68Signals to the Market 72Summary 73Notes 74Chapter 5 Get Rich with Boring Dividend Stocks (Snooze Your Way to Millions) 75How Much Do You Want to Make? 75Summary 87Note 87Chapter 6 Get Higher Yields (and Maybe Some Tax Benefits) 89Buying $1 in Assets for $0. 90 89MLPs 98REITs 100BDCs 101You Don’t Have to Play Mahjong with Mrs. Zuckerberg 103Preferred Stocks 105Summary 107Chapter 7 What You Need to Know to Set Up a Portfolio 109The Oxford Income Letter Portfolio An Example 111Setting Up the Portfolio 115Yields 118Payout Ratio 121Dividend Growth Rate 126Special Dividends 128Summary 131Notes 131Chapter 8 The 10-11-12 System 133Yield 133Dividend Growth 134Payout Ratio 135Formula 135Numbers 147When to Sell 156Summary 158Chapter 9 DRIPs and Direct Purchase Plans 159Summary 163Chapter 10 Using Options to Turbocharge Your Returns 165Covered Calls: The Espresso of Income Investing 167Option Prices 169Volatility: An Option Seller’s Best Friend 170Time Is on Your Side 171Who Should Sell Covered Calls? 172Annual Returns of 20% 173Selling Puts 177Summary 179Chapter 11 Foreign Stocks 181One Lump or Two? 182Lumpy Perpetual Dividend Raisers? 184Other Risks 186Summary 188Chapter 12 Taxes 189Foreign Taxes 191Tax-Deferred Strategies 192Tax Law Changes 194Summary 194Note 195Chapter 13 Crypto 197Summary 200Note 201Conclusion: The End of the Book, the Beginning of Your Future 203Glossary 207Acknowledgments 211About the Author 213Index 215