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Dale Roberts

 
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  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Yes, they are asking other governments and taxation agencies to keep track of US citizens, and their foreign funds. Desperate governments will go to great lengths. True.
    Aug 9 03:31 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Not sure that one needs to draw down against principle with basic asset allocation. That gets repeated a lot but it would largely not be the case for many who hold a balanced portfolio created for income.

    I am now approaching a 50-50 mix of ‘stocks’ to bonds. My goal is to create a reliable stream of income that will supplement government pensions and likely some freelance income from either writing and or providing investment advice. That investment income will be reliable and growing.

    The portfolio is a mix of broad market indexes, dividend and dividend growth ETFs, REITs, Utilities (and three individual dividend growth stocks). The bond side holds ETFs of 1-5 laddered corporate, a broad bond index and Canadian and US high yield.
    The current portfolio yield is around 4.5%. Income from the investments are being directed toward the dividend and dividend growth ETFs. And of course the broad market ETFs also deliver dividends and dividend growth. Asset allocation meets dividend growth.

    I see no need to sell any assets in the future. That said my Streetwise Portfolio (from ING Direct) that provides some of that international diversification may be liquated one day and turned into more income based investments. Or a portion of those holdings.

    The current mix I have offers more portfolio price protection (plus very low beta) and currency exposure than an all dividend growth strategy due to international equities and bond holdings. From my observations most DG’ers are largely US home biased. Bob Johnson seems the exception to the rule.

    On international exposure through multinationals here’s “Sorry your dividends are not coming home any time soon”.

    http://seekingalpha.co...

    To each his own of course, my emotional make-up asks that I lower volatility. I also seek regional diversification. But that certainly doesn’t come at the expense of one day having to liquidate income producing assets.

    Article to follow on this, one day.
    Aug 9 08:49 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Hey Chowder, this is well put by you "In addition to that, you don't learn to get your emotions under control just because you switch strategies".

    That is so true. And of course the more equities one adds, generally the more volatility, or let's call that risk. There's no reason to believe that the new Dividend Growth investors will behave any differently than the general investing public of the past.

    Only time will tell, and that time will come during the market corrections. At that time they will discover if their portfolio composition matches their risk tolerance.

    Does one have the stomach for a 20%, 30%, 40% or 50% market correction? Then of course managing the dividend cuts, holds and eliminations will be a separate beast.
    Aug 9 08:06 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Chowdex! Try it you'll like it.
    Aug 8 10:45 AM | Likes Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    Yes, but also that can be accomplished with a mix of dividend paying stocks and bonds, and or stock and bond ETFs.
    Aug 7 03:47 PM | Likes Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    That's whey they add dem bonds.
    Aug 7 11:14 AM | Likes Like |Link to Comment
  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Yes, what's incredible about your returns are that they time period includes a very very major correction.

    Patience wins the day, and of course patience combined with rising dividends and the companies that provide them.
    Aug 7 11:10 AM | 4 Likes Like |Link to Comment
  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Your returns are great, of course. The Dow 30 would have delivered a near 75% return for that period with dividend reinvestment. An annual return of 7.6% according to low-risk-investing.com
    Aug 7 11:08 AM | 1 Like Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    Thanks. But one can certainly look at the holdings of each ETF and evaluate those baskets.
    Aug 7 09:00 AM | 1 Like Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    Here's a dividend growth ETF portfolio that includes international diversification, REITs and MLP.

    http://seekingalpha.co...
    Aug 6 10:38 AM | 1 Like Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    Hi Bob, great article. It's true and investor can benefit from the magic of dividend growth through ETFs. And one can certainly sprinkle in other investments with a core dividend growth strategy. I would guess most investors have a hybrid approach, even when applying dividend growth.

    I use classic asset allocation with dividend growth. I get the benefits of DG with lower volatility.

    Always glad to see you mention international diversification.
    Aug 6 10:36 AM | Likes Like |Link to Comment
  • A Bubble Continues To Form In The Stock Market [View article]
    Hey William, international markets have not done that well from 2009. There are som 12 and 18 month periods of negative returns.

    The US has been sailing. That's not an international story. But EAFE certainly did well last year or so.
    Aug 6 09:20 AM | Likes Like |Link to Comment
  • Warren Buffett Hates Dividends [View article]
    Then let's just say that the majority (almost everyone on the planet) would have been better off in this stock over the longer term.

    lol
    Aug 6 09:09 AM | Likes Like |Link to Comment
  • A Bubble Continues To Form In The Stock Market [View article]
    Initiate some trailing stops when it all appears to be grossly and obviously overvalued?
    Aug 4 07:16 AM | Likes Like |Link to Comment
  • A Bubble Continues To Form In The Stock Market [View article]
    OK I would add the Permanent Portfolio worked during that period of course. It may still be prudent to hold gold.
    Aug 4 07:12 AM | 1 Like Like |Link to Comment
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