Yes but in the best investing tradition, I am talking out both sides of my mouth, sort of—saying that I just want to sit around with a dividend portfolio, then saying that dividends don’t matter.
Dividends aren’t everything, because there are for sure stocks that are identifiably mis-priced, both to the upside and the downside—a strategy worth knvestigating in an otherwise-distorted market. FMV is a tough call, and can be a questionable basis for a mis-pricing determination. What I look for therefore is a short-term stock-specific move that seems disproportionately large
However, at this point I wonder if markets in the aggregate will resume rising once the dust has settled from this round. They might, in which case the rising tide will float all boats; then again, it could be Japan all over again. If i had to bet today, i would guess that it will be stagflation and that stock picking will rise from the ashes. That guess is why I am looking at dividends, and company performance/debt. YMMV. However, I will not devote more than maybe 20% to such a dividend portfolio, and maybe less.
I won’t give you any specifics other than the things I have already mentioned like T, VGR, and IMBBY, because I don’t pick just for the dividend, and your investment goals/risk tolerance are likely different—consider that I am also looking at RDS-B. The info I use is easy to find, however, most even for free! In fact, a simple web search for dividend stocks can be a good place to start, then you have to look at business specifics like markets, supply chains/sources, debt, and currency risk, if you wish—whatever you think is important to you.
Good luck and I hope you will be positioned to buy something you like at the end of this run.