TheYieldDealer

Google Just Turned Electricity Into an AI Investment Theme

AI needs power. Google’s deal with Constellation shows why electricity could become the next big AI investment theme.

Oct 7 • The Yield Dealer 💵

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October in the Stock Market

The Month Investors Fear for the Wrong Reasons

Oct 1 • The Yield Dealer 💵

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September 2026

McDonald’s : Why I Bought the Dividend King This Month

After months on my watchlist, McDonald’s has finally become a position in my dividend portfolio. Here’s what changed and why I decided to buy now.

Sep 24 • The Yield Dealer 💵

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Broadridge: The Boring Business Behind Wall Street’s Most Important Transactions

98% client retention, $4.88 billion in recurring revenue and almost nobody talks about it.

Sep 16 • The Yield Dealer 💵

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📊 The ROE Ratio: How to Measure a Company's Profitability

Why a high return on equity can signal a great business or hide a heavily indebted one.

Sep 9 • The Yield Dealer 💵

The September Playbook: Why I’m Still Buying When Everyone Else Is Getting Nervous

Every September, the same conversation starts all over again.

Sep 2 • The Yield Dealer 💵

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August 2026

PepsiCo Is Down 30% From Its Highs. I'm Adding More.

54 years of dividend growth, a 4.28% yield, and a business built on human weakness.

Aug 27 • The Yield Dealer 💵

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What SCHD’s 2026 Reconstitution Really Tells Investors

A closer look at why the ETF sold some of its biggest winners, what the algorithm actually optimizes for, and whether the latest rebalance changed the…

Aug 5 • The Yield Dealer 💵

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July 2026

Beyond Nvidia: 6 Stocks Powering the AI Infrastructure Boom

The AI trade is shifting from chips to the entire supply chain and the valuations are finally reasonable.

Jul 28 • The Yield Dealer 💵

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👑 Dividend Kings: The Most Elite Dividend Stocks in America

What they are, and the ones paying the biggest dividends right now.

Jul 16 • The Yield Dealer 💵

📊 The 11 Stock Market Sectors: A Complete Map of the Market

The complete GICS map — and the one rule that keeps a portfolio balanced.

Jul 15 • The Yield Dealer 💵

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The Most Boring Dividend Stock I’m Buying While Everyone Chases AI

💎 July 2026 Dividend Pick

Jul 14 • The Yield Dealer 💵

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