Real estate investment trusts specializing in logistics hubs report occupancy rates above 96%. For investing long term, industrial REITs remain well-positioned to harness e-commerce fulfillment trends. The best returns come from companies that grow their dividends. They just happen to be the focus of the Schwab U.S. Dividend Equity ETF . The fund invests in 100 top dividend stocks selected based on their strong dividend growth track records. The ETF tracks an index that screens stocks for several dividend quality characteristics, aiming to hold companies with strong financial profiles. Those characteristics position the companies to continue increasing their dividends. “The secret to investing, in my view, is time,” Mr. Ellis, 87, told me in a telephone conversation. “How much time is there between now, when you invest the money, and when you’re going to spend the money. By ‘long term,’ most people think six months, maybe a year, maybe even a few years.” Investors eyeing long horizon strategies note that U.S. GDP growth expectations at 2.3% are supporting equity valuations. Long-term investing in renewable energy stocks is gaining traction as government incentives expand, with earnings estimates for major solar firms up by 12% compared to Q1 forecasts.