Our First Quarter Retirement Income Portfolio Review [View article]
gt66gt...
If I re-purchased my entire portfolio today it would fail to yield 4.9%. I bought a number of key positions like LEG when it yielded 5.7% and OHI when it yielded 7.8%, Waste Management at 4.4%.
Our First Quarter Retirement Income Portfolio Review [View article]
chuckleh and sewolla...
If you're in the final frontier of investing "the Distribution Phase" as I am considerations are often different. If you need additional income for a new care or medical expenses, redeploying your gains may make sense providing you swap out for another great company with a stronger yield. Another consideration is whether your plan is to pass on the portfolio to future generations or try to die broke. Each is a very personal decision.
What always has to be considered is the strength of the portfolio moving forward.
Our First Quarter Retirement Income Portfolio Review [View article]
Cranky...
But for retirees considering that opinion its an important consideration. It means with the ETF you're suggesting that you have to apply the 4% withdraw of capital rule. It also means you're taking on greater risk...with higher beta near 1.0 and all.
Our First Quarter Retirement Income Portfolio Review [View article]
If I re-purchased my entire portfolio today it would fail to yield 4.9%. I bought a number of key positions like LEG when it yielded 5.7% and OHI when it yielded 7.8%, Waste Management at 4.4%.
When you buy and what you pay play a huge role.
Thanks
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
If you're in the final frontier of investing "the Distribution Phase" as I am considerations are often different. If you need additional income for a new care or medical expenses, redeploying your gains may make sense providing you swap out for another great company with a stronger yield. Another consideration is whether your plan is to pass on the portfolio to future generations or try to die broke. Each is a very personal decision.
What always has to be considered is the strength of the portfolio moving forward.
Take care
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
And to quote Dylan...And may you stay forever young!
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
Thanks for the kind words my friend.
Take care
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
I love to encourage comments because I learn so much from them.
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
But for retirees considering that opinion its an important consideration. It means with the ETF you're suggesting that you have to apply the 4% withdraw of capital rule. It also means you're taking on greater risk...with higher beta near 1.0 and all.
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
I appreciate the kind words. Turbo-tax now handles K-1's. I use Morningstar and Fast Graphs to determine value.
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
Thanks for stopping by.
Take care
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
Sounds like you have a plan that works for you. Stay in touch.
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
I've considered that too. After the run up and the time of year doesn't seem to be a good move.
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
Why did you sell?
Our First Quarter Retirement Income Portfolio Review [View article]
Cranky knows the answer is no. Each of the two ETF's he listed yield less than half what I require in yield.
That means you need to sell stocks each month even when the market is down.
VYM was down -32.10 in 2008. My holdings were down 35% less.
Oh Well....
Bob
What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
I own: MO,T,CVX,CLX,KO,HAS,KM... your list.
Not on the list:COP,DLR,DRI,DX,KR...
Take care and as always thanks
Bob
Our First Quarter Retirement Income Portfolio Review [View article]
I have my portfolio on SIG FIG and they total the portfolio beta. Trying to keep it simple.
Bob