Comments on: November Dividend Portfolio Review

By: kevin hayden

kevin hayden — Tue, 04 Dec 2007 15:18:53 +0000

Enjoy the education since I am now unemployed in europe and need to find a passive income with the cash I have left after divorce. My canada life dividend fund is down 13% should I panic?

By: Matt Babcock

Matt Babcock — Tue, 27 Nov 2007 05:07:17 +0000

Great blog!

By: Paul Nunes

Paul Nunes — Tue, 27 Nov 2007 03:39:02 +0000

“… danger sign regarding valuations; that issue has been somewhat resolved due to recent sell-off.” sorry for omission.

By: Paul Nunes

Paul Nunes — Tue, 27 Nov 2007 03:37:09 +0000

You guys are wrong UNLESS the Fed cuts aggressively; I understand the temptation of over owning banking and other financial service companies but this should be considered a SPECULATIVE investment philosophy. In the banking sector you need to consider the potential writedowns; I think some of the bigger banks (and shareholders should want this) should CUT dividends; issuing equity may be the only other choice which will hurt your bank stock portfolios even more. There are some banks much less exposed to the RMBS CDO problems that others but you will need to spend time and study their filings to separate. When real estate REIT dividend rates are close to 10 year treasuries that is also a danger sign regarding valuations; that issue. What might improve your methodology is to set position limits of 5% and keep sector weightings to no more than 10%. Otherwise you are using dividends to justify a SPECULATIVE strategy. By the way I hope the Fed cuts aggressively;

By: Steve Garris

Steve Garris — Tue, 27 Nov 2007 02:55:33 +0000

I very much enjoy your blog…thanks for the hard work as I know this
is a time consuming effort. As a side note, its very hard not to buy
some C, BAC, USB and WB and other US banks at the discounts to their
highs and the darn good dividends they are now paying…even for a
return in 12 months…much less 36 months. Please send me your
template per

“A lot of people asked for me to post the template that I have used
for this portfolio review. If you would like a copy please email me
and I well send it to you.”