Asset Allocations for the Typical Investor
No matter what type of investor you are, there is one truth that all investors need to figure out before they step in to action. Everyone makes the decision – some just do not know they are doing it. This decision is what the asset allocation of your portfolio will be. It will determine the [...]
Why 2008 Was An Awesome Year for Dividend Investors
As I reflect back on 2008, I am caught by the overwhelming feeling that the year was actually a very good thing for dividend investors. It is easy to think that it was a terrible year for our kind! Both Bank of America and Citigroup – long standing dividend payers with wonderful dividend increases year [...]
The Implications of A Down Market on My Asset Allocation
In late 2008, I did some reshuffling of my portfolio to take advantage of the down markets. My area of focus was primarily in the international asset classes as these had seen huge declines in values and I really wanted to take advantage of this. As a long-term investor, I strongly believe that it is [...]
Viewing My Sector and Asset Allocation
As part of my portfolio management processes, I have a behemoth spreadsheet that I use that includes all the data on my portfolio, including dividends per year, portfolio values, and investment returns. In addition to these normal portfolio management tools, I have two charts that I use to monitor a couple of very important aspects [...]
Three Things Investors Do to Get Into Trouble
I find the recent market action very interesting, especially the headlines in the newspapers and the chatter I hear on elevators, during lunch, or before the start of meetings. The main topic of course is the recent market action and the intense volatility this is having on personal portfolios. There is a lot of stress [...]
Did Some Buying in The Dividend Guy Portfolio
In my ever persistent pursuit to ensure that my asset allocation is in line with my targets, I have completed a trade to further dollar-cost average into a particular index fund I hold. This down market has taken many industries, sectors, and global regions down with it and I wanted to take advantage of that. [...]
The Two Most Important Aspects of Portfolio Construction
Most people think that security selection and dividend analysis is the most important thing when it comes to building a portfolio. However, research has proven that security selection is only a small piece of the larger puzzle. In the book The Only Three Questions That Count, Ken Fischer talks extensively about only 30% of portfolio [...]
Rebalancing as a Key Portfolio Tactic
During the building of my dividend based investment portfolio, I have strived to ensure that I have a well-researched and sound asset allocation. With that complete, the next step of effective portfolio management is the act of rebalancing. In this post, I am going to explain what rebalancing is and how I like to use [...]
