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Erik Sorensen

 
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  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    Chuck's articles had (continue to have) a profound impact on how I developed my portfolio. I do find it sad that I often cannot speak to my peers (26 year olds) regarding portfolio strategies, "boring" investments, or retirement in general. Luckily I found SA late 2011 and have not stopped consuming this priceless information since.
    Jun 18 01:37 PM | 5 Likes Like |Link to Comment
  • Dividend Growth Investing: Retiring On Dividend Income (Part 2) [View article]
    I like that idea SDS. I actually struggled with how to handle that in my few articles. Ill hop on that bandwagon right now.

    - Erik (DGi who loves DGI)
    May 27 01:13 PM | Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    It was your articles, DVK, that really helped to solidfy my DGI investment strategies. I still picture that umbrella graph you portrayed in your "DGI business model" article. I can only hope that other young investors take heed of your DGI wisdom. Thanks!
    Mar 20 05:16 PM | 3 Likes Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Thanks for commenting Gary. I have not calculated weight DGR at this point but I will certainly look into it! Would you suggest a 3, 5, or 10 year calculation--possibly do all three?
    Feb 18 12:38 PM | Likes Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    This is the exact time of conversations I hope to spark with my articles. There is just so much to think and learn about regarding investing (specifically for me, DGI) and comments provide much food for thought.

    The main focus I hope to present to younger investors is that time is our side and starting with a solid portfolio of proven DG companies is better than sitting on the sidelines with cash thinking you're the next Bud Fox. I am a firm believer of having your capital work for you as much as possible. I typically have less than 5% of dry powder available for those "flash sales".

    I have been researching the high-yield, slower growth vs high-growth, lower yield companies and there a number of articles posted on SA regarding that subject. I will try to link a few here when I get a chance. Traveling for work is such a bear and it's hard to respond to all comments!

    Thanks again though for posting such thought-provoking comments.
    Feb 18 12:33 PM | 1 Like Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Cash flows (personal) are the most attractive piece of DGI for me. If I run my portfolio correctly, my cash flow should always increase. I will admit that it was extremely difficult to switch my mindset from capital appreciation to "cash flow appreciation".

    For myself, the question is not whether my portfolio under performs or out performs, but rather, does my cash flow from dividends cover my expenses? In 30 years my portfolio could be $2,000,000, or maybe it will only be $1,000,000. It doesn't really matter, because if I have stayed the course, my cash flow will have increased immensely.
    Feb 16 01:14 PM | 7 Likes Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Atee, make sure you have a plan before you stop contributing. I am a firm believer in having your capital work for you and reducing the risk of inflation!

    Look at Computershare's program--Hundreds of stocks that offer free reinvesting and contributions with minimum starting capital.

    Thanks!
    Feb 16 01:00 PM | 1 Like Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Doug,

    Thank you for the comments, I really enjoy reading your articles. I also have been looking at MSFT as I think my portfolio could use some additional tech/entertainment exposure. I will look into Whole Foods (I will say that as a 'frugal' consumer, I do often refer to Whole Foods as Whole Paycheck ;) )

    Thanks,

    Erik
    Feb 16 12:56 PM | 1 Like Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Hi Hger,

    All positions in this portfolio are in my Roth IRA. I have been looking into diversifying some funds into other accounts since early 'retirement' is the ultimate goal and there would be penalties for withdrawing early from retirement accounts. In the meantime, my dividends will buy portions of stock which will pay more dividends. It's a beautiful cycle!

    Thanks for reading.
    Feb 16 12:48 PM | 2 Likes Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    At this point I am reinvesting all dividends. I'm sure I read the same article you are referencing and while it provided much food for thought, I simply don't have the time to continually research potential positions on a monthly/quarterly basis. I have already learned the hard way that I should always have a plan with any capital. Prior to starting this portfolio, I had nearly 50% cash on the sidelines. As a young investor, I have decided to put my capital to work and learn as I go versus weighing opportunity costs of holding cash while I research.

    My hope is to one day actively manage my portfolio and not necessarily reinvest all dividends. I also think that younger investors dont take into account the trade expenses paid when not reinvesting. Most brokerages allow for free reinvestment.

    Thanks for reading, Shikes.
    Feb 16 12:44 PM | 2 Likes Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Hi Pink, Thanks for reading.

    At this point, my main focus is on dividend growth. With that said, prices of dividend paying companies, specifically those that grow their dividend yoy, have consistently shown appreciation alongside the growth of that dividend. Check out the Single Best Investment by Lowell Miller.
    Feb 16 12:26 PM | 4 Likes Like |Link to Comment
  • A Young Investor's DGI Plan And Portfolio [View article]
    Luke,

    Thank you for reading and for showing interest in another young DGI'er. The past five months have been a blur with the wedding, honeymoon, and my wife and I just purchased a house!! I am hoping to get an article out there within the next month but I can tell you that my cash position is nearly gone and I sold my mutual fund. Looking forward to contributing my 2014 IRA here shortly. Look for it near the end of this month.

    Happy Investing!

    - Erik
    Feb 7 03:02 PM | Likes Like |Link to Comment
  • Starting A Retirement Portfolio For 2014? Start With These 'Surprise' Stocks [View article]
    RS,

    I especially liked the "pay yourself first, no matter what" bullet point. I think often people create budgets without 10,15, or 20% savings built into the budget, telling themselves that whatever is left over will be saved. Don't even give yourself that chance! I would urge any person to, at minimum, budget $5,500 (or $6,500) for that IRA contribution. No excuses!

    Thanks for the article, good luck in 2014 RS.

    P.S. - just to be a Scrooge, I didn't know Exxon was getting into the telecom industry by changing Mobil to Mobile ;)
    Dec 16 07:18 PM | 2 Likes Like |Link to Comment
  • Can You Really Call It A Savings Account If It's Only Earning 0.84%? [View article]
    Sorry Pen, the financial instution I used to work in used M for $1,000 and MM for $1,000,000 (1000 x 1000). I have to remember to use K outside of credit presentations.

    It does sound like you have a very nice house though! Not sure if Ill ever need something that big or would ever be able to afford it.
    Nov 14 11:24 AM | Likes Like |Link to Comment
  • Can You Really Call It A Savings Account If It's Only Earning 0.84%? [View article]
    I suggest you all look at relocating to the Midwest (Des Moines is great!). My wife and I are currently looking at 3 br, 2ba houses with a budget of approx $150M. And these are not older homes by any means. I'm still trying to convince my wife that we should just get two townhomes for the same $150M combined and rent one out to pay the entire mortgage on both ;)

    I suppose living here in the Midwest just means I have more left each month for my portfolio.
    Nov 13 05:28 PM | 3 Likes Like |Link to Comment
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59 Comments
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