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Dale Roberts

 
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  • An Even Easier Dividend Growth Portfolio. [View article]
    Hey wes, coming out of the recession these ETFs all, and certainly in concert, delivered an increasing income stream. Remember, the recession hit everything pretty hard. 37% of dividend champions cut, froze or eliminated their dividend.

    Check out this article by Part-Time investor and his model (of dividend champions) through the recession. He removed companies from his portfolio when they cut their dividend.

    http://seekingalpha.co...

    The income stream got hit hard. A collection of dividend ETFs would have outperformed on the income front, and VYM on its own.

    In this article I detail the income stream for VYM through the recession with dividend reinvestment.

    http://seekingalpha.co...

    From inception through the recession VYM with dividend reinvestment would have increased its income stream by 30%.
    Jun 18 08:16 AM | 2 Likes Like |Link to Comment
  • Why Dividend Investing Will Always Be Better Than Buying The Entire Stock Market [View article]
    Dividend Growth - A very useful distraction? ...

    http://seekingalpha.co...

    Many charts within that article on where the "best" returns are originated. DG is not the best of course as has been pointed out above in the comments. The risk return proposition largely holds true.

    Also many investors would have done better with a mix of bonds and DG (or the broad index) over the last few decades. That scenario may be over.

    And it also depends on what market you select. Those in Canada and some other international markets would have outperformed over some (recent) periods.

    It's the current environment that matters.

    That said, DG will always work very well over a longer period of time if you find value along the way and stay the course.
    Jun 18 06:39 AM | Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    And of course, most Canadians (those who don't self direct) should be in our Streetwise Portfolios. Incredible diversification with managed index portfolios. The lowest fee portfolio solution in Canada. Time to ditch those actively managed mutual funds.

    http://bit.ly/17V7IBt
    Jun 18 06:18 AM | Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    Hey Coaster, the multi asset ETF up here is XTR from ishares. To be used in modest amounts of course, as it is very interest rate sensitive with high yield bonds to go along with those reits and utilities and classic dividend payers.

    For Canadian dividends see my articles on that subject. I detailed the ETFs. But on that I use XEI and Vanguard's VDY.

    I just added some more XEI yesterday with the yield near 5% and dividend growth history of some 8%.

    Here's the article that breaks down those two ETFs and examines their holdings.

    http://seekingalpha.co...

    IMHO Canadians should pay special attention to removing their home bias as much as possible. That becomes trickier due to taxation of dividends in non registered accounts.

    Along with the combo of XTR EXI and VDY you might want to consider VYM and or KXI. You can throw in some EAFE VEF as well to be truly diversified internationally.

    And of course, add your bonds if required.
    Jun 18 06:15 AM | 2 Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    Hey PTI, I know, I know. Pretty boring stuff. One might have to execute 4-5 trades a year to go from 35% to 33.3333% in one of the ETFs.

    But for some, perhaps the less they look at their investments, the better. Remember, a portfolio is like a bar of soap. The more you handle it, the smaller it gets.

    lol
    Jun 17 02:45 PM | 7 Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    that's a great question on bond etf's. I will do some research on that. I would also suggest you search those symbols on seeking alpha for articles. there are some very smart bond experts on SA.

    thanks for the read.
    Jun 17 02:42 PM | Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    Thanks. Where could I plot those against each other? Is there a 'site' or service for that. Or are you talking 'manual'.

    Thanks.
    Jun 17 02:12 PM | Likes Like |Link to Comment
  • Stocks: Risky Summer Ahead [View article]
    50 and 200 ma's don't appear to have any value imho. for the broad market they've already been broken and crested, broken and crested, broken and crested. etc. etc.

    One would have been out how many times during this brief full run including in 2010, 2011, 2012?
    Jun 16 06:39 AM | 1 Like Like |Link to Comment
  • What Is More Valuable? Dividend Yield, Or Capital Appreciation? [View article]
    Dividends vs capital appreciation? It depends on what you invest in for capital appreciation of course. If small cap and sector funds outperform over a period with respect to total return compared to a dividend strategy - then the sector funds win.

    With more money available an investor can immediately go out and purchase a dividend investor's exact portfolio - with the exact yield and prospects for dividend growth. And of course with more shares, that investors also now has more income.

    One can outperform with gold bars if that works in a certain period - say over the last 10 or 15 years. No dividends there.

    I did that above and during a period from early 2000's to 2008. Most of my gains were from non dividends. I outperformed broad based equities and dividends and turned (sold) that outperform into a mix of income generating investments including dividend growth companies and ETFs.
    Jun 16 06:30 AM | Likes Like |Link to Comment
  • How Dividend Growth Investing Fits Within A Complete Portfolio [View article]
    I hear you. I am much more on the shorter side, though I believe it is prudent to also hold some longer dated for diversification. The longer dated funds can offer some lower or negative correlation (at times) to shorter duration funds?

    Thanks.
    Jun 15 06:14 AM | Likes Like |Link to Comment
  • Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
    Also what worked a truly horrible period for investors when nothing worked- 1966 to 1981? It was gold and the permanent portfolio. At least we can look at PP when the US went off the gold standard in 71.

    http://seekingalpha.co...

    I'll admit to selling my gold as I made some very nice returns. I should repurchase some of that insurance.
    Jun 15 05:59 AM | 1 Like Like |Link to Comment
  • Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
    Mr. Schiff also predicted the tech boom bust of 2000. That is, he predicted the last two major corrections and their cause.

    Maybe he just isn't right on this one, yet. Thought gold did hit $1800. That makes him somewhat right?
    Jun 14 01:59 PM | 1 Like Like |Link to Comment
  • The Dividend Cut And Run - Or Should You Stay? [View article]
    Yes, that would certainly help build some steel you know what's.
    Jun 14 12:20 PM | Likes Like |Link to Comment
  • How Dividend Growth Investing Fits Within A Complete Portfolio [View article]
    Would agree, it appears that most investors use DG as a portion of their total investment strategy. I would be in that camp. I use typical balanced asset allocation to drive DG. Some DG authors on SA use DG to supplement pension and other investments.

    On ETFs I put together a portfolio suggestion for DG investors here

    http://seekingalpha.co...

    One could add in a broad based bond index to that mix.
    Jun 14 11:15 AM | 1 Like Like |Link to Comment
  • Taking Care Of Grandma's Money [View article]
    Holding 5 companies is quite risky due to lack of diversification? I know you're watching the closely but...

    I wish you the best of luck in this. And glad to read that you are taking care of Grandma.

    I will add that I always enjoy my conversations with our elderly clients. Some of them are so savvy.
    Jun 14 06:18 AM | Likes Like |Link to Comment
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