Debunking the Myths of Dividend Investing

Regular readers know I’m not a big fan of dividend-focused investing.

While I like the concept of “mailbox money” and passive income from dividend-producing stocks, I don’t like being forced to accept cash back when I don’t need it and the tax consequences that go along with those dividends.

Today, I’d like to share a rebuttal from someone who admittedly has significantly more experience in the world of investment management than I do. I

I’ve spent my career in anesthesia, whereas he’s spent his in private equity and investment banking.

It was I was recently on the Reddit Financial Independence subreddit asking if anyone had been living solely off of dividends from building a dividend income portfolio… I recently wrote a piece about how I constructed a plan on how to live off dividends forever.

I was completely laughed out of the financial independence community room that I couldn’t possibly ever beat the trends of index investing nor are Dividend Aristocrats truly outperforming the markets due to selection bias.

Background with investing

As a finance professional that formerly worked in investment banking and now works in private equity, I had to get to the bottom of this.

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Physician on FIRE