Uncommon Portfolio Diversification
When the market goes up and down like this, all we hear about is « patience » and « diversification ». While it is sometimes a bit annoying to hear the same broken record over and over again, this is sound advice. If you are too concentrated in a specific sector (Techno in the 90’s and financials in [...]
Review of my Asset Allocation
Last week, My Own Advisor, a regular reader, asked me about my asset allocation strategy. It is true that it has been a while since I have discussed asset allocation on this blog. This is why I decided to take a look at my current dividend holdings and comment on them. Here is my [...]
Dividends – Where Do You Include Them In Your Asset Allocation?
Aaaahhhh the good old topic of asset allocation. As a financial planner, I work continually with my clients to optimize their asset allocation so they maximize their return and minimize their risk. Investing is good, diversifying is great, but optimizing your investments through a solid asset allocation and diversification with the right solutions is the [...]
Dividend Investing With Less Than $1,000; The Importance of Asset Allocation
As a financial planner, I keep talking to my clients about the importance of asset allocation in a portfolio. I think it is very important that all investors understand the benefit of having a well diversified portfolio. Why should you consider asset allocation in a dividend portfolio? Because the stock market reacts like a psychopath… [...]
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 [...]








