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Dale Roberts  

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  • Why And How To Buy Corporate Bonds In A Likely Increasing Interest Rate Environment [View article]
    All points and arguments for many to hold that mix of stocks and bondS. TLT and long Treasuries might offer the best inverse relationship to the broader stock market SPY.
    Mar 26, 2014. 11:49 AM | Likes Like |Link to Comment
  • Why And How To Buy Corporate Bonds In A Likely Increasing Interest Rate Environment [View article]
    Great post SG, yes bonds can stay low and generally range bound for 10-20 years. Who knows?

    I welcome some rising rates. There's two sides to the bond coin, er make that coupon.

    Retirees would like some rising rates as well.
    Mar 26, 2014. 11:40 AM | 1 Like Like |Link to Comment
  • Why And How To Buy Corporate Bonds In A Likely Increasing Interest Rate Environment [View article]
    Great article, thanks. Yes, money is made or lost in the challenging periods. Once again, TLT might be the best market hedge. It has been inversely correlated to SPY. That may be a way to create dry powder out of thin air.

    Even a 10-15% allocation could pay off big time, and give an investor some emotional comfort. It's always nice to have something moving up in a down market.
    Mar 26, 2014. 08:31 AM | 2 Likes Like |Link to Comment
  • Vanguard VIG Top 10 Hits Bottom On Total Return [View article]
    Thanks for that. That would bring up the broader issue of portfolio construction and broader diversification measures, including geography and non-correlated assets. This demonstration and the research mentioned focuses more on replicating an index.

    If one wants U.S. large cap only, then they may need the number from the research.

    I am fan of more diversification to reduce risk, of course.

    Thanks, again.
    Mar 26, 2014. 08:19 AM | Likes Like |Link to Comment
  • Should Dividend Investors Invest In Index Funds? [View article]
    "Index funds are perfect for most people who don't want to bother about managing their finances and retirement. If your goal is to accumulate a certain amount of net worth in the future, and you do not want to spend any time learning about investing, index funds could be your best solution".

    Ha, actually after investing and studying and researching for more than 25 years I came to the obvious conclusion that it is the way to go.

    You may notice the public portfolios of dividend growth investors on SA don't match the total returns of ETFs such as VIG, SDY, or the simple Dividend Aristocrat S&P 500 index, Vanguard's Managed Dividend Growth Fund, or that they don't even beat the broad market index such as SPY?

    I do bother to learn, and I make an informed decision to buy the market indexes other ETF index products. Because that is what largely performs the best. That's where the facts take an informed investor.

    To each his own. But those facts should be on the table.

    See my article on the Dividend Aristocrats.

    All the best,

    Dale
    Mar 26, 2014. 07:38 AM | 2 Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Thanks Gratian, I did have a read. I will get into that deeper. That's certainly to be worked in to a future article(s) on the draw down phase.

    Great find, thanks.

    Dale
    Mar 26, 2014. 06:11 AM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Thanks Bud Light, I mean Jolcath. That is the relevant point, risk.
    Mar 26, 2014. 06:09 AM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    As per the yield, of course that doesn't matter for those investors who are investing for the total return, market beating potential of dividend growth in the accumulation phase. Those who invest for income growth in the accumulation phase may not like its appeal.

    And NOBL would likely offer its usefulness for many in the distribution phase as well given the potential reliability of the payments.

    This could be part of a Core, as Bob Johnson likes to put it.
    Mar 26, 2014. 06:07 AM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Hi Dave, yes the index (the metrics) have outperformed the market. And of course anyone simply purchasing the constituents would have those very nice returns, once fees are taken into account.

    The performance of NOBL will come down to the fees and management. But it's a simple index to replicate.

    As per the dividend growth history and potential, one can simply examine the current holdings. It's a portfolio.

    I will do that in a future article.
    Mar 26, 2014. 06:03 AM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Great post and insights and suggestion, thanks for that.
    Mar 25, 2014. 05:51 PM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    I think the advantage may be with the passive index and it will continue to outperform the stock pickers. Ha.

    Sometimes (OK most times) lazy is better.

    It will come down to the fund and fees and if there are any other obstacles turning those stocks into an ETF. Thought it seems like a simple mandate and easy execution for a fund.

    All said, the takeaway for investors may just be to go out and purchase a big basket of these aristocrats. How many? See my next article.
    Mar 25, 2014. 05:50 PM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Hey nervous, the numbers may be the same, but the approach is certainly different. VIG holds a lot of companies we've probably never heard of, and have a value slant along with that 10-year dividend growth.

    I did an article on some of the holdings, searching for the holy grail, low payout ratio and value...

    http://seekingalpha.co...

    The article looked at the holdings for VIG and Vanguard's Managed Dividend Growth Fund that has a nice history.
    Mar 25, 2014. 05:47 PM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Toasty, thanks for stopping by and adding nothing to the conversation. lol

    Cranky who? ha
    Mar 25, 2014. 05:19 PM | 1 Like Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    SDY was been a very solid performer on the total return fund. It's distributions follow an irregular pattern. Here's an article on that ...

    http://seekingalpha.co...

    I would imagine and hope that NOBL will be more solid and predictable with the large cap slant. It will be interesting to follow this one.
    Mar 25, 2014. 12:36 PM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    Yes, check the distribution history of a new fund that I had purchased (above). It's just settling into its potential on that front.
    Mar 25, 2014. 11:40 AM | Likes Like |Link to Comment
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