Why Asset Allocation is Important to my Dividend Portfolio (and my current allocation)
It has been a long time since I reported on my asset allocation. If you have been following the blog for some time now, then you know that I believe that the right asset allocation is important for a dividend portfolio – any portfolio for that matter. Among the academic reasons for a sound asset [...]
How You Can Plan for the Unplannable with Dividends
The recent volcanic activity in Iceland really brought home the impact of things way beyond our control. As the airlines were forced to shut down air traffic throughout most of Europe the impacts were huge economically, socially, and even psychologically. If you had to do any traveling during that time (like I did), you saw [...]
Why Most People Fail at Investing
Investing is hard right? There is so much to learn and every time you turn around it seems like there is a better way to manage your portfolio. Add on top of that the desire to buy high quality dividend stocks using stock market research tactics and it feels like you are never done. I [...]
Small or Large: Does Size Really Matter When It Comes to Stocks?
As a dividend investors, are you missing out on the potential higher returns? Dividend investing and dividend stocks are most often associated with large-cap stocks and can be easily ignored. However, it is important for all investors to consider various asset classes for their overall asset allocation, and this includes small-cap stocks.[ad#tdg-embedded] What are the [...]
Contributions Matter (Most)
When it comes to dividend investing, retirement, or any other investment related topic we as investors are always very focused on the return we are going to generate. What is the historical return of the stock market? What is my estimate for how the market will perform over the next 25 years. What rate of [...]
My Fixed Income Portfolio Components
At the risk of sounding like a broken record, I firmly believe that the most important component to my portfolio is my asset allocation. I think it is even more important than owning dividend growth stocks! As I do regularly these days, I made a recent portfolio move in the name of asset allocation. I [...]
The David Swensen Asset Allocation Model
David Swensen is the famed manager of the Yale Endowment Fund and has been able to generate a 16.3% annualized return during his tenure as fund manager. No easy feat considering that most active portfolio managers are unable to even beat the market. I know I will never be the investor that Swensen is. His [...]
Why I Allocate Part of My Portfolio to Small-Caps
As a dividend investor the individual companies I tend to hold are those big well established companies that have been around long enough to afford them the possibility and ability to raise their dividend each and every year. However, good portfolio performance dictates that these stocks do not make up the only part of my [...]
