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Understanding How the U.S. Taxes Foreign Dividend Payments: Doug’s Quiz Corner

Posted by Doug Hutchinson | CFA®, Director of Research and Trading

April 13, 2018

Understanding How the U.S. Taxes Foreign Dividend Payments: Doug’s Quiz Corner

How Do Tax Credits and Tax Deductions Work for Foreign Dividend Payments?

Your friend Emily made an investment in the stock of a company that is based outside of the U.S. This investment was made in her taxable individual account. She received $100 in dividends for this stock (net of foreign tax withholding) last year. She had no other investments in companies outside the U.S.

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Dividend Investing dividend equity Doug's Quiz Corner international investing foreign investing

Brookmont - Reducing Exposure to Mid-Cap Stocks

Brookmont - Reducing Exposure to Mid-Cap Stocks

May 20, 2015
Brookmont has made the decision to reduce mid-cap stock exposure for their Dividend Equity Strategy. "Dating back to March 2009, the Brookmont Dividend Equity Strategy has always maintained a 30%- 35% weighting in small and mid-cap stocks. It is an area of the market that includes attractive dividend-paying stocks that are often overlooked by our peers. Knowing that mid-cap stocks often lead a market recovery, we rebalanced the portfolio in February 2009 and were active buyers in mid-cap names such as Packaging Corporation of America, Tupperware, Hubbell, Heinz, and Lubrizol (the latter two stocks were eventually acquired by Warren Buffett). From 2009 through 2013, it was not uncommon for our mid-cap holdings to produce one-year returns as high as 115%. Knowing that these type of gains are not common, we rebalanced the portfolio on several occasions to realize these significant profits. [+] Read More
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Gabriel Burczyk
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