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How Did High-Yield Dividend Champions Do During The Great Recession? Part 2
- In the last article, we showed that the highest-yielding dividend champions in January 2008 were unlikely to still be dividend champions in September of 2014.
- In this article we continue the examination, breaking out the result by industries.
- We show what industries were hardest hit and what industries weathered the storm relatively unscathed.
How Did High-Yield Dividend Champions Do During The Great Recession? Part 1
- This is part one of a multi-article examination of the deceased Dividend Champions.
- In this article, we take a look back at the Dividend Champions from the list David Fish put out in January of 2008.
- In theory, high-yield investments are more risky. Is there a relationship between yield and the Dividend Champion survival rate?
The Market Is Dropping Will Dividends Hold Up
- For the last 30 years, dividends have easily stayed ahead of inflation. Has this always been true?
- In this article, we take a look back on dividend returns of the US Markets since 1900.
- If you are counting on dividends, you should know your dividend history.
Are You Addicted To Investing?
Tue, Oct. 14 • 8 Comments
- Are you constantly checking your portfolio?
- Do you find you can’t wait to make another trade?
- Is investing fun?
- Do you like the excitement?
How Modern Portfolio Theory Can Benefit Retirees
- Modern Portfolio Theory can be used to reduce volatility, which is especially important to retirees.
- Volatility can work for you or against you, but for the retiree, it’s an added risk and should be avoided.
- In this article, we show the effect of volatility during the withdrawal phase of retirement.
What Will You Do When The Market Corrects?
Thu, Sep. 25 • 8 Comments
- If you haven’t read ‘Deep Risk’ by William Bernstein you should!
- One of the concepts Mr. Bernstein discusses is that risk has two dimensions - magnitude and duration.
- How we prepare for and react to both dimensions during a market downturn will greatly impact our results.
Why I Am Becoming A Passive Investor
- In two previous articles I discussed my concern with U.S. market valuations and my desire to simplify my portfolio.
- My goal is to have a more diversified portfolio, that takes less maintenance.
- In this article I discuss how these changes lead me to abandon stock selection and become a passive investor.
Maybe You Shouldn't Pay Off Your Mortgage
- With today’s low mortgage interest rates, does it make sense to pay off your mortgage?
- I hate debt, but low interest debt is not always a bad thing.
- I back-tested to compare how two hypothetical retirees would make out with and without a mortgage and present the results here.
Why I Am Adding Treasuries To My Retirement Portfolio
- Buying Treasuries is like buying insurance, if everything goes well you'll be sorry you bought them.
- But when things go wrong you'll be sorry you didn't.
- The threat of rising interest rates makes it a difficult time to feel comfortable investing in treasuries.
- Here's how I am dealing with this dilemma.
I'm Approaching Retirement And Simplifying My Portfolio
- Like that spare room that contains a lot of stuff you have little use for, my portfolio has become cluttered with positions I don't need.
- Having come to the conclusion that U.S. equities are overpriced, I'm changing my portfolio allocation.
- This is a great opportunity to simplify my portfolio.
No, I Didn't Sell Everything, But I'm Getting Cautious
- U.S. Markets are over-priced based on almost every metric.
- This does not mean a reversal is imminent, but it does raise the odds that returns over the next decade will be sub-par.
- I’m not selling everything but I am slowly reallocating. Here are the changes I'm making.
Should Royce Micro Cap Trust Be In Your Portfolio?
- Small caps historically out perform larger stocks.
- Total returns for RMT have consistently beaten the Russell 2000.
- RMT provides small cap exposure along with income.
- RMT is the only micro-cap closed end fund.
Looking For A Bargain In Closed-End Funds?
- Absolute Discounts are a good start when looking for closed-end fund bargains.
- However, CEFs sometime maintain the same discount level for years.
- A better approach is look for funds that have discounts that are larger then their average discounts in the past.
- In this article we examine the funds whose current discount are significantly larger then their 6-month average discount.
Annaly Capital Management: Do You Feel Lucky?
- There is a tremendous amount of interest in Annaly Capital Management at Seeking Alpha (34,734 people are signed up for email alerts).
- Does this high yield, volatile stock merit the interest?
- Does its total return justify an investment?
The Best-Performing Utility CEFs Over The Last 12 Months.
- Total Returns are a go-to metric when selecting a CEF.
- Distribution rates are set by management policy, but total returns show management level of competence.
- In the long run, the funds with the better total returns are going to be able to distribute more money to their investors.
- Let's find the best-performing Utility CEFs.
Is Source Capital A Better Option For Mid-Cap Growth Than An ETF?
- SOR is one of the few (perhaps the only) CEF that focuses on mid-cap growth.
- The CEF format has advantages over ETFs for some investors.
- How does SOR stack up to the three largest ETFs in this space: IJK, IWP and VOT?
Need A 'Steady Eddy' Income Source?
- If you want consistency, Duff & Phelps Select Income is hard to beat.
- DNP may not be exciting but this “Steady Eddy” has a distribution rate of 7.75%.
- It also passes the test for consistent management; Nathan Partain has been managing the fund since 1998.
Cohen & Steers Infrastructure Is Worth A Look
- Cohen & Steers Infrastructure has compelling total returns and is one of the few closed-end funds that has consistently beaten the S&P.
- Its long-term record of excellence has been driven by the same management team since its inception.
- With a healthy distribution rate and solid total returns, this closed-end fund is worth considering for income and total return investors.