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.
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 [...]
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. [...]
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 [...]
How I Invest in Emerging Markets
A small (5%) part of my portfolio is the emerging market asset class. I admit, this is not a dividend stock but it does fit into my overall asset allocation strategy. I want diversification with the opportunity to achieve some strong portfolio returns. In effect, I take on extra risk for the [...]
DRIPs Are a Means to An End, Not A Reason to Buy a Stock
As a dividend investor, it is usually assumed that I love dividend reinvestment plans (DRIPs). Truth is that I think they are a great thing to use to save investment costs. However, I have met a lot of investors who believe that the use of a DRIP is an investment strategy in itself [...]
