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Bob Wells  

  • Dividend Growth Investors: I Have A Few Questions
    Wed, Feb. 25 ARLP, AVA, BCE 176 Comments

    Summary

    • I often challenge my beliefs about investing by asking questions.
    • I offer my most recent investing questions for your consideration.
    • I believe my three questions will provide a forum for spirited discussion.
  • Portfolio Business Plan - 2015
    Wed, Feb. 4 108 Comments

    Summary

    • I believe strongly that every self-directed investor needs to craft a personal business plan for their portfolio.
    • This plan should ideally address individual investment goals and guidelines under which positions are bought and sold.
    • I present for your review and comment my personal plans which includes a number of changes for the year ahead.
  • My 2014 Fourth Quarter Review: The Good, The Bad And The Ugly
    Thu, Jan. 15 ARLP, AVA, BCE 169 Comments

    Summary

    • It's important to personally construct a portfolio business plan to help guide investment decision-making.
    • Our plan requires a quarterly portfolio review.
    • This quarter's plan highlights changes made to achieve our goal of increasing both quality and dividend growth.
  • What You Can Do To Perhaps Avoid Dividend Cuts
    Dec. 9, 2014 KKPNY, PFE, UDR 250 Comments

    Summary

    • Many self-directed investors count on dividends and dividend growth to help achieve high total returns.
    • For such investors particualrly those who are retired minimizing dividend cuts is crucial.
    • This article explores common practices used to reduce dividend cuts and their effect on income.
  • With Dividends 'The First Cut Is The Deepest' - Or Is It?
    Nov. 25, 2014 FUN, KIM.PG, UDR 107 Comments

    Summary

    • Many self-directed investors count on dividends and dividend growth to help achieve high total returns.
    • For those favoring such an approach, minimizing dividend cuts is crucial.
    • This article explores the strategy of selling a stock when its dividend is cut in the context of those that cut since the start of the Great Recession.
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask
    Nov. 15, 2014 SDY, VIG, SPY 126 Comments

    Summary

    • As dividend investors, our biggest worry is dividend cuts.
    • Cuts affect both our capital, and for retirees, our income.
    • This article begins our examination of dividends cuts and what we can do to dampen their impact on our portfolios.
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality
    Nov. 4, 2014 ARLP, AVA, BCE 150 Comments

    Summary

    • It's important to personally construct a portfolio business plan to help guide investment decision-making.
    • Our plan requires a quarterly portfolio review.
    • This quarter's plan highlights changes made this quarter to emphasis our goal of increasing both dividend growth and quality.
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 3
    Sep. 18, 2014 AHGP, BAX, BBEP 121 Comments

    Summary

    • 2014 continues to find an increasing number of overvalued dividend stocks.
    • This can present a real challenge to new self-directed investors.
    • Part Three of this series continues our exploration of the question: Should recently retired investors build their portfolio in the current environment?
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2
    Sep. 4, 2014 ARLP, LNT, APU 125 Comments

    Summary

    • 2014 finds an increasing number of overbought dividend stocks.
    • This can present a real challenge to new self-directed investors.
    • Part Two of this series explores the important question: Should recently retired investors build their portfolio in the current environment?
  • Can A Successful Dividend Portfolio Be Assembled In 2014? Part 1
    Aug. 26, 2014 MO, T, CVX 251 Comments

    Summary

    • 2014 finds an increasing number of overbought dividend stocks.
    • This presents a real challenge to new self-directed investors.
    • This article explores the question should recently retired investors build their portfolio in this environment?
  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two
    Aug. 15, 2014 195 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
    Jul. 18, 2014 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
    Jun. 13, 2014 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
    Jun. 6, 2014 MCD, GIS, PG 148 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
    May. 30, 2014 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?
    May. 23, 2014 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
    May. 13, 2014 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?
    May. 6, 2014 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
    Apr. 11, 2014 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
    Mar. 21, 2014 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
    Mar. 14, 2014 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
    Mar. 6, 2014 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
    Feb. 13, 2014 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 309 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