I read a good piece on high yield investing over the weekend on The Edge. Personal Wealth featured Bruno Lippens of Pictet Asset Management,which is one of the world’s best performing high-dividend funds.

The fund focus on investment opportunities with predictable but stable cash flows while limiting volatility.

I find that Bruno highlighted all the good opinions on how to structure your dividend portfolio

1. Does not go for 10% high yield stocks. “They are probably in real estate, financial services or other very cyclical sectors” “What we strive for is not just dividends but a stable flow of dividends over a long period”
2. Studies show that companies that consistently pay higher dividends over a period of time tend to outperform those that pay very little or no dividends.
3. Global high yield infrastructure investments have tended to outperform when dividend yields exceed bond yields. “What we like about these companies ...