SERIES

Dividend Methodology

What actually makes a dividend safe — and when to walk away. Payout ratio + coverage math, growth vs yield trade-offs, the warning signs of a dividend trap, special vs regular dividends, international taxation.

Articles in this series

  1. Part 1·April 20, 2026·4 min read

    Dividend Safety: Payout Ratio + Cash Flow Coverage

    EPS payout ratio is the textbook test; FCF payout ratio is the honest test. When the two diverge, the cash version predicts the next dividend cut.

  2. Part 2·April 20, 2026·4 min read

    High Yield vs Dividend Growth — The 30-Year Tradeoff

    6% yield + 0% growth vs 2% yield + 10% growth: same 30-year cumulative income, but only if growth holds. Why the resilient mix is a barbell of both.

  3. Part 3·April 20, 2026·4 min read

    Dividend Traps: The 5 Warning Signs Worth Memorising

    High yield can mean opportunity or imminent cut. Five patterns: 2× peer yield, 100%+ payout, rising debt, special-instead-of-hike, structural decline.

  4. Part 4·April 20, 2026·4 min read

    Special vs Regular Dividends — How to Compute Yield

    TTM yield includes specials and can be misleading; forward yield uses only declared regular dividend. Which to use for income planning vs comparison.

  5. Part 5·April 20, 2026·4 min read

    International Dividend Tax Withholding — Quick Reference

    UK 0%, US 15% with W-8BEN, CH 35%, DE 26%, KR 22%, HK 0%. Headline yield is gross; effective yield = gross × (1 − withholding). Why it changes the comparison.

  6. Part 6·April 20, 2026·4 min read

    Dividend Aristocrats and Kings — Filter, Not Thesis

    25-year (Aristocrats) and 50-year (Kings) dividend-raise streaks. Useful as quality screen and risk damper — but the alpha premium is thin after sector adjust.

Start YourDisciplined Investing Journey

Portfolio checkup, opportunity scans, risk alerts, market data, strategy management, and AI assistant — all unlocked on sign-up.

Get Started for Free
J
M
S
A
Trusted by 100+ conservative investors