The Dividend Guy Investment Process Part 6: Fundamental Analysis – Revenue and EPS
In Part 5 of the description of my investment process, I talked about how I screened for dividend stocks using the S&P 500 Dividend Aristocrats, Dividend Achievers, and the MSN Stock Screener. In the next couple of posts I will cover the items that I use in my fundamental analysis of stocks, starting with revenue [...]
The Dividend Guy Investment Process Part 5: Initial Dividend Stock Screening
There are literally thousands of stocks available to choose from. Not all pay dividends and not all are good investments (not by a long shot!). When building a portfolio and looking for stocks to further analyze, there are a couple of places I believe dividend investors can look to get started. These are the resources [...]
The Dividend Guy Investment Process Part 4B: Portfolio Building – Filling Out My Asset Allocation and Introducing Dividend Growth Stocks
With my maximized employer contributions going towards the funds that fit in with my asset allocation, I need to fund the remaining asset classes in my target asset allocation. As I mentioned in the Part 4A, I only have a select number of funds I can choose from and it does not cover all asset [...]
The Dividend Guy Investment Process Part 4A: Portfolio Building – Maximizing Employer Contributions
If someone is going to give you extra money for doing something you were going to do anyway, you take it. That is my philosophy around my employee pension plan and savings plan. Essentially, if I contribute money to both my pension fund and my savings plan then my employer will at least match that [...]
The Dividend Guy Investment Process Part 3: My Asset Allocation
Updated September 9, 2009 Selecting an asset allocation means you are putting your risk profile to work in a way that balances the risk and reward in your overall portfolio. It is also the factor that contributes the most to a portfolio’s return. Read that again. It is also the factor that contributes the most [...]
The Dividend Guy Investment Process Part 2: My Risk Profile
Risk is a crazy thing. Take on too much and you either crash and burn or you make out like a bandit. Take on too little and you either just float along or you make out like a bandit. The “trick” is figuring out how that happy medium that you will be comfortable with. I [...]
The Dividend Guy Investment Process Part 1: Introduction and The Dividend Guy Code
Updated January 26, 2009 In early December of 2007, I wrote a post about how I would invest if I were just starting out. In that post I provided my thoughts on how any beginner investor should start building a portolfio of stocks. I then realized that although I talk about my approach to investing [...]
