Seeking Alpha

Bob Wells

 
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  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two
    Fri, Aug. 15 169 Comments

    Summary

    • A portfolio business plan can enhance your success as a self-directed investor.
    • Retirees need a legacy component as part of their plan.
    • In Part One the necessary elements of such a plan were discussed.
    • In Part Two a completed legacy edition of our plan is presented.
  • Second Quarter Portfolio Review: Building Dividend Growth And Quality
    Fri, Jul. 18 ARLP, AVA, BCE 215 Comments

    Summary

    • As a retiree in the "Distribution Stage," it's important to have a portfolio business plan to guide decision making.
    • Our plan calls for us to conduct quarterly portfolio reviews.
    • This quarter's plan outlines our increased emphasis on both dividend growth and quality.
  • A Current Review Of Dividend Safety Superstars - Part Two
    Fri, Jun. 13 AFL, AZN, BAX 248 Comments

    Summary

    • Many retired investors are risk averse.
    • My risk aversion set me on a quest to find the safety dividend growth stocks since 2002.
    • These stocks deserve consideration by anyone building an income stage portfolio.
  • A Review Of The Dividend Safety Superstars
    Fri, Jun. 6 MCD, GIS, PG 146 Comments

    Summary

    • I searched for perhaps the "safest" dividend stocks of the past decade.
    • What emerged is a list of stocks that maintained and grew their dividends during two bear markets.
    • Most on the list outperformed during the same period.
  • Our Retirement Income Business Plan - The Legacy Addition
    Fri, May. 30 151 Comments

    Summary

    • A portfolio business plan can enhance your success as a self-directed investor.
    • For retirees such a plan requires a legacy component.
    • In this article, I present the legacy edition of our plan for your consideration and comment.
  • Should I Have Followed My Advisor's Advice?
    Fri, May. 23 SPY, IVV, DIA 179 Comments

    Summary

    • Retirement often calls for a new income investing strategy.
    • A number of strategies were recommended at the time of our retirement.
    • Three years later let's look at how each strategy performed.
  • Managing Low Conviction Positions - Feedback And Strategy
    Tue, May. 13 BBEP, BMO, BNS 175 Comments

    Summary

    • It has been challenging the past few years building a distribution phase portfolio from scratch.
    • This process has resulted in many new self-directed investors holding what could best be described as "low conviction" positions.
    • Each investor needs to determine their personal strategy for managing these positions.
  • How Do You Manage Your 'Low Conviction' Positions?
    Tue, May. 6 GEL, BBEP, VNR 242 Comments

    Summary

    • It take time and patience to build a "distribution phase" portfolio.
    • The process of portfolio may require the purchase of "low conviction" positions.
    • In this article I review the role of my low conviction positions as part of my portfolio.
  • First-Quarter Portfolio Review: There's Change On The Way
    Fri, Apr. 11 ARLP, AVA, BAX 163 Comments

    Summary

    • As a retiree in the "Distribution Stage" of investing I have a portfolio business plan.
    • That plan calls for a quarterly portfolio review.
    • This quarter begins this year's emphasis on the dividend growth of my holdings.
  • Selecting Stocks For My Second Quarter Watch List
    Fri, Mar. 21 SDRL, TAL, MHLD 112 Comments

    Summary

    • At the end of each quarter I select the stocks that make up my watch list for the quarter ahead.
    • In this article I take the reader step by step through a process I use for selection.
    • Finally I present those stocks selected for inclusion in next quarter's watch list.
  • Total Dividend Return Will Guide My 2014 Decisions - Part 2
    Fri, Mar. 14 63 Comments

    Summary

    • Total Dividend Return is an important metric to consider when adding new positions.
    • Additionally, there are several other metrics that should also be considered, including earnings and dividend growth.
    • Here is a step-by-step look at the process I use to choose stock candidates for my portfolio.
  • Total Dividend Return Will Guide My 2014 Investment Decisions
    Thu, Mar. 6 JNJ, CLX, GIS 236 Comments

    Summary

    • •Total Dividend Return (TDR) can serve an important role in your investment decision making.
    • •This article serves to expand readers' understanding of Total Dividend Return.
    • •Provides a look at how I applied TDR to my and my wife's personal portfolios.
  • My Fourth Quarter Portfolio Review
    Thu, Feb. 13 ARLP, AVA, AZN 195 Comments
  • Retiree: What Role Should High Yield Play In A Distribution Stage Portfolio?
    Dec. 1, 2013 AGNC, MTGE, NLY 335 Comments
  • Retirees: What Is The Best Choice For A Small Income Portfolio? - Part 2
    Nov. 23, 2013 DX, TGT, COP 149 Comments
  • Retirees: What Is The Best Choice For A Small Income Portfolio?
    Nov. 15, 2013 DX, LNCO, DLR 335 Comments
  • Retired Income Investors - What You Need To Know About Dividend Cuts
    Nov. 9, 2013 DX, FUN 110 Comments
  • Portfolio Business Plan: You Really Need This - Part 2 - Further Revisions
    Nov. 1, 2013 124 Comments
  • Our Retirement Income Portfolio And Its 3rd Quarter Review
    Oct. 25, 2013 AZN, DX, PNNT 157 Comments
  • Your Portfolio Business Plan: You Really Need To Do This
    Oct. 20, 2013 303 Comments
  • Retirees: Should You Consider A Dividend Growth Income Index?
    Oct. 11, 2013 GE, BAC 227 Comments
  • Do Retirees Need A Dividend ETF Or A Portfolio Of Individual Stocks? - Part 4
    Sep. 24, 2013 GE, GCI, BAC 155 Comments
  • Do Retirees Need A Dividend ETF Or A Portfolio Of Individual Stocks? Part 3
    Sep. 15, 2013 VYM, KO, MO 121 Comments
  • Do Retirees Need A Dividend ETF Or A Portfolio Of Individual Stocks - Part Two
    Sep. 6, 2013 SPY, VYM 220 Comments
  • Do Retirees Need A Dividend ETF Or A Portfolio Of Individual Stocks?
    Aug. 29, 2013 XOM, GE, CVX 221 Comments
  • Retired Investors: Is It Time To Consider A New Investment Strategy? Part 4
    Jul. 26, 2013 102 Comments
  • Our Retirement Income Portfolio And Its 2nd Quarter Review
    Jul. 19, 2013 ARLP, AVA, AZN 279 Comments
  • Retired Investors: Is It Time To Consider A New Investment Strategy? - Part 3
    Jul. 12, 2013 VYM, DHS 197 Comments
  • Retired Investors: Is It Time To Consider A New Investment Strategy? - Part 2
    Jul. 5, 2013 269 Comments
  • Retired Investors: Is It Time To Consider A New Investment Strategy?
    Jun. 30, 2013 176 Comments
  • Retired Investors: Turbulence Has Returned
    May. 30, 2013 130 Comments
  • My Q2 Dividend Growth Watch List
    May. 3, 2013 AFL, BBL, BIP 92 Comments