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  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Hi Dan - When we start a position we will usually buy 25-50% of our target hold (5.0% of total portfolio)...so the starting position would equate to 1.25%-2.50% of total portfolio.
    Sep 20 08:44 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    We love that strategy, Nils. We use it alot in our Model Portfolio. That said, we wanted to keep this exercise simple by sticking with stocks...
    Sep 19 03:39 PM | 2 Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Hi rtetzz - Send us your contact info to info@parsimonyresearch... and we'll send you the recent Buy Zone reports for MCD and KO so that you can see the details.

    Anyone else is welcome to shoot us an email as well if you want a sample Buy Zone report...
    Sep 19 03:37 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Allan - We plan to do that in our Model Portfolio, but we are sticking to just stocks for this SA portfolio. Selling cash-secured puts are a great way to get paid to wait for the right purchase price!!
    Sep 19 12:24 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    MCD will definitely be on the team...great stock!
    Sep 19 12:08 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Hi Jim - We assume you are referring to the minimum dividend yield hurdle of 2.5% from the previous article? Keep in mind that that is a minimum hurdle for an individual stock. Our target blended dividend yield for the portfolio is 4.0%.

    Our Buy Zones are primarily based on valuation targets and support levels for each stock. Buy Zones are reviewed and adjusted quarterly (at a minimum). We focus solely on fundamentals and technicals and we don't attempt to try to predict major macro events like war or natural disaster.

    That said, we are a proponent of protective put portfolio hedges to protect against major macro events and general market risk.
    Sep 19 10:46 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Well said, hwood...
    Sep 19 10:11 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Hi borderdude - We don't disagree, but this portfolio is 100% cash right now (see our comments above)...
    Sep 19 10:04 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Desmodes - MCD will be back on the table soon when we build our watch list in the Consumer Discretionary sector. The stock is down 1.5% this morning...so it is certainly getting closer to the Buy Zone!
    Sep 19 10:03 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    We don't disagree with your stance, financeminister. For a point of reference, the model portfolio for our DIY Dividend Portfolio service has a 50% cash position. However, keep in mind that this portfolio is currently 100% cash and you have to risk some capital to generate dividends. Even though this rally is "fed-induced", the momentum is strong...and a major pullback could be 3-6 months away. This is why we always suggest to buy in stages. None of us have a crystal ball (although it would be alot easier if we did!).

    At the end of the day, if you buy great stocks at good prices, the odds will be in your favor in the long-run...
    Sep 19 10:00 AM | 3 Likes Like |Link to Comment
  • DIY Dividend Investors Club: Building A Sustainable Long-Term Dividend Portfolio (Part 1) [View article]
    Fair point, Phavahg. Based on the SA readership, we think it will end up being a very diverse, balanced portfolio with a nice combination of income and growth.
    Sep 15 09:13 AM | 3 Likes Like |Link to Comment
  • DIY Dividend Investors Club: Building A Sustainable Long-Term Dividend Portfolio (Part 1) [View article]
    Thanks, Bob. Your input is respected and appreciated!
    Sep 15 08:48 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club: Building A Sustainable Long-Term Dividend Portfolio (Part 1) [View article]
    Good choice, ddddd...
    Sep 15 08:33 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club: Building A Sustainable Long-Term Dividend Portfolio (Part 1) [View article]
    Thanks TTRE. A correction is certainly a risk to consider. As you know, we'll be targeting good entry points (i.e., Buy Zones) in this stocks and we don't buy all of our position at once. Also, a portfolio hedge may be appropriate as well.

    What is your vote for the first stock???
    Sep 15 08:33 AM | 1 Like Like |Link to Comment
  • When Should You Sell A Dividend Stock? [View article]
    Snoopy - Selling a stock is one of the hardest things to do in investing. What we have laid out above are ideas to consider as you manage your portfolio. We also highly advocate buying great stocks on dips (i.e., our Buy Zones), but you should protect your capital as well. Setting stop losses and selectively taking profits to raise cash (for dip buying) is a far cry from day trading.

    Obviously, your individual decisions will be based on your specific situation and selling certain stocks (with a very low cost basis) may not make sense.
    Sep 12 07:49 PM | 1 Like Like |Link to Comment
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