High Yield Dividend Stocks, Diversification & Market Timing

Although I am generally not an advocate ofhas been, how consistent their dividend, or how
market timing (my crystal ball has been on theexceptional their management, events over the
blink lately), there is one circumstance when thepast few years show that almost any company
timing seems to be right for high yield investors.can take a fall. Look at Enron, AIG, Lehman
That time is when external factors impact theBrothers, and the myriad of banks and financial
market in such a way that numerous dividendcompanies, previously considered "orphans and
paying stocks, with strong and consistentwidows stocks," that dropped almost overnight
fundamentals, drop in price so that their dividendsduring the financial crisis precipitated by the
begin to show extraordinary yields. Today theresubprime mortgage fiasco. No matter how good
are a multitude of negative factors impacting thean individual stock looks, it almost always pays in
financial markets: problems in Greece causing thethe long run to be diversified.
markets to be concerned about all of Europe'sSpeaking of diversification, most of the time
financial stability, continuing scandals and crises oninvestment advisors suggest investing in a wide
Wall Street, with Goldman Sachs under SEC andrange of equities with a mix of income, growth,
congressional scrutiny being the latest, and finallyvalue, international, domestic, large cap, small cap,
the concerns about our increasing national debt,etc, with various different categories represented
have caused our markets, which rose brisklysuch as energy, finance, telecom, pharmaceuticals,
from March 2009 to March 2010, to suddenlyutilities, etc. Since investment advisors are most
take a rapid downturn punctuated by theoften in the equities business in some form or
unexplained May 6th 1000 point spike down in theother they often forget that there are other
Dow in a 30 minute period. This perfect storm offorms of diversification that may not be suitable
events has caused many very sound companiesfor everyone, but can make a lot of sense for
to drop in price creating an opportunity to findcertain investors looking for high yield. At the
unusually high yields among some of the best bluepresent time, due to the decline in real estate
chip stocks. There are plenty of places on line toprices, there is a great opportunity to directly
go and find lists of dividend paying stocks. Sufficepurchase and manage small investment
it to say that, as I write this article, opportunitiesproperties, duplexes, triplexes, single family
abound to lock in high yields in oil & gas masterhomes, etc. This may not be for everyone, but
limited partnerships, real estate investment trusts,for those who are willing to take on the duties of
business development corporations, and manylandlord, the returns can be rather handsome. Like
blue chip companies in telecommunications,the current situation with dividend paying stocks
pharmaceuticals, healthcare and consumer staples.where the price is depressed raising the yield, the
Creating a diversified portfolio of high yield incomesame thing is currently true regarding investment
producing stocks is not difficult. It is important,properties. Like purchasing equities, it is important
however to determine your own individualto do your homework and determine if the
investment criteria and tolerance for risk, so thatinvestment property is right for you. How far is it
you purchase equities that are appropriate forfrom where you live? What are your true costs?
you. For example, if you are looking for dividendHow much of the maintenance and management
paying stocks that have consistently raisedcan you do yourself?
dividends, simply type into any search engine,Another form of diversification is having a second
"consistent dividend increasing stocks," and you willjob. This doesn't have to be overwhelming, but a
find a world of information to begin your searchfew thousand dollars a year coming in from
for stocks suitable for you. If you are looking forconsulting, or even baby sitting, will add up over
equities yielding over 5%, over 7%, over 10% ortime if the proceeds are invested in your portfolio.
even higher, put your criteria into any searchHaving multiple and diversified sources of income
engine and again you will have plenty ofhas always been a good idea, but in today's world
information to begin your due diligence.of uncertainty, it makes even more sense.
While it may be tempting to invest a highToday, dividend yields are higher than normal, real
percentage of your available funds into one orestate prices are lower than they have been in
two equities that seem to fit your criteriayears, and there are always opportunities for
perfectly, it can be quite risky to do so. Nothose who are willing to work hard to find them.
matter how perfect a company's track record