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Dividend Growth vs. Broad Indexing: Choosing the Best Cash Flow Model for Retirement

Early retirees require reliable cash flows to fund their living expenses. To achieve this, two popular schools of thought exist: Dividend Growth Investing (focusing on high-quality companies that increase dividend payouts) and Broad Index Investing (buying the entire market and selling shares as needed).

Dividend growth advocates argue that living off dividends prevents having to sell shares during market crashes, avoiding sequence of returns risk. Indexing advocates highlight that focusing purely on dividends results in poor sector diversification and potential tax inefficiency in many jurisdictions.

Ultimately, total return is what matters. A balanced approach combines a core index portfolio with a minor allocation to high-quality dividend ETFs to smooth out cash flow volatility. Model your income distribution preferences in your portfolio sandbox to find the ideal balance.

Interactive savings timeline simulator

Campaign Timeline Simulator
Calculate how many years of accumulation are required to reach a secure retirement target, and see the impact of adding a $200/month boost.
Target Nest Egg (assuming 4% SWR): $1,250,000
Accumulation Timeline: 42.5 years
Accelerated Timeline: 33.1 years
Want to run your own advanced scenario analysis?
Configure custom inflation pegs, tax savings wrappers, and geographical cost comparisons in the NovaPlan Sandbox.
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