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The Part-time Investor  

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  • Balancing The Yield And The Dividend Growth Rate
    Mon, Feb. 9 CMI, DOV, GPS 124 Comments

    Summary

    • Dividend Growth Investing has the benefit of allowing you to project what your income will be in retirement.
    • I can tailor the make-up of my portfolio to target a future income that is acceptable to me.
    • If I buy stocks with a lower yield, they must also have a higher DGR in order to maintain my income projections.
  • My K.I.S.S. Dividend Portfolio: 4th Quarter 2014 Update And Year-End Review
    Thu, Jan. 1 AFL, APD, ARLP 509 Comments

    Summary

    • By using simple, easy-to-follow criteria, I believe you can create a successful DGI portfolio.
    • My portfolio outperformed all of the suggested benchmarks this year and over the past two years.
    • By focusing on dividend growth, I believe my portfolio will continue to outperform on both a total return and a dividend income basis.
  • A Demonstration Of How Dividend Growth Investing Outperforms
    Dec. 29, 2014 SPY, DIA 217 Comments

    Summary

    • Dividend Growth Investing has been shown to outperform other methods of investing.
    • The lower volatility of dividend growth portfolios is one of the reasons why this is so.
    • The market dips which occurred this year showed perfect examples of this effect.
  • Using Yield To Find Buying Opportunities
    Dec. 16, 2014 CBRL, COP, CVX 36 Comments

    Summary

    • Due to normal fluctuations, the market often presents good buying opportunities.
    • Simply by following the yield, these opportunities may be identified.
    • I use my PAAY system to find reinvestment opportunities.
  • The Pillars Of Dividend Growth Investing
    Dec. 9, 2014 VIG, SDY, NOBL 91 Comments

    Summary

    • DGI is not a uniform method of investing carried out exactly the same by everyone.
    • But I do believe there are criteria that all dividend growth investors must consider when choosing stocks.
    • I present below what I believe are the Pillars of Dividend Growth Investing.
  • Dividend Growth Investing IS Total Return Investing
    Nov. 10, 2014 DVY, VIG, VYM 332 Comments

    Summary

    • Dividend growth stocks are less volatile and have smaller drawdowns than the market as a whole.
    • By always receiving income from their portfolio, the dividend investor has an incentive to stay invested even during tough times.
    • I believe that these two factors, over the long term, lead to market-beating total returns.
  • Warren Buffett And Ordinary Stocks
    Oct. 28, 2014 CL, CWT, D 193 Comments

    Summary

    • Warren Buffett has what seems like an endless supply of investing wisdom, including his comments on strong investment returns.
    • Figure out what products you use every day and invest in them.
    • Investing in ordinary products can lead to extraordinary results.
  • Is There A Relationship Between The Dividend Growth Rate And A Stock's Return?
    Oct. 14, 2014 CL, KMB, PH 59 Comments

    Summary

    • I have read that you can expect the return of a stock to mirror its dividend growth rate over time.
    • If true, a study of the Dividend Champions should show the correlation.
    • My study shows only a small correlation between the two.
  • My K.I.S.S. Dividend Portfolio: 3rd Quarter 2014 Update
    Oct. 7, 2014 AFL, APD, ARLP 190 Comments

    Summary

    • By using simple, easy-to-follow criteria, you can create a successful DGI portfolio.
    • Even though my portfolio was down slightly this quarter, my dividend growth has been excellent.
    • By focusing on dividend growth, I believe my portfolio will outperform on both a total return and a dividend income basis.
  • The Effect Of Rising Interest Rates On My Portfolio
    Sep. 30, 2014 KO, VIG, SDY 60 Comments

    Summary

    • There has been much talk about how dividend stocks will suffer when rates start to rise.
    • I looked at previous periods of rising rates to see what happened in the past.
    • Based on these results, I don't think rising interest rates will be much of an issue for DGI stocks.
  • My Dividend Growth Portfolio Business Plan
    Sep. 15, 2014 112 Comments

    Summary

    • Over the past two years, I have developed my KISS portfolio plan.
    • Putting the plan down in writing can help you develop it and carry it out.
    • I present in this article my KISS business plan.
  • Utility Investing For Dividend Growth Investors: A Prospective Study
    Sep. 15, 2014 AEE, ATO, BKH 90 Comments

    Summary

    • Utilities can be appealing investments due to their high yields.
    • But many investors avoid utilities due to their low dividend growth rates.
    • Taken as a whole a group of utilities can be an effective investment for DGIers.
  • The Best Way To Reinvest Your Dividends
    Sep. 7, 2014 SPY 156 Comments

    Summary

    • Some wait for a drop in the price of the market before reinvesting their dividends.
    • Some wait for the market to be undervalued before reinvesting their dividends.
    • Simple automatic dividend reinvestment plans work the best.
  • A Way To Reinvest Your Dividends Based On Yield
    Jul. 28, 2014 APD, BBL, DRI 99 Comments

    Summary

    • Dividend Reinvestment is an essential component to DGI.
    • You can reinvest by DRIPing, or by using a method based on valuation.
    • So far, PAAY (Percentage Above Average Yield) has worked for reinvesting in my portfolio.
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2014 Update
    Jul. 10, 2014 NHI 88 Comments

    Summary

    • By using simple, easy to follow criteria you can create a successful DGI portfolio.
    • Even as I my total return has lagged the market this quarter my dividend growth has been excellent.
    • By focusing on dividend growth I believe my portfolio will outperform on both a total return and a dividend income basis.
  • REIT Investing For Dividend Growth Investors: A Prospective Study
    May. 26, 2014 CMM, CMO, EQC 146 Comments

    Summary

    • REITs are appealing due to their high yields.
    • Dividend Growth Investors stay away from many REITs due to the inconsistency of their dividends.
    • Taken as a whole a group of REITs can still be an appropriate investment for DGIers.
  • Dividend Growth Investing And The Benefits Of Being Patient
    May. 4, 2014 JNJ, APD 203 Comments

    Summary

    • You need patience to be a long-term investor.
    • Dividend Growth Investing makes it easy to be patient.
    • Focus on the dividend, and not on capital appreciation, and you will achieve good results.
  • My KISS Dividend Portfolio: 1st Quarter 2014 Update
    Apr. 15, 2014 AFL, AHGP, APD 463 Comments

    Summary

    • By using simple, easy to follow criteria you can create a successful DGI portfolio.
    • I have begun to trim positions which become overvalued.
    • During difficult market conditions my portfolio has been able to outperform both the S&P and SDY.
  • The Champions, Contenders And Challengers List: A 6-Year Review
    Mar. 3, 2014 112 Comments
  • Warren Buffett Is Wrong About Dividends
    Editors' Pick • Feb. 6, 2014 BRK.A, BRK.B 794 Comments
  • A Review Of The 2013 Dividend Champions, Contenders And Challengers
    Jan. 28, 2014 45 Comments
  • My KISS Portfolio: 4th Quarter Update And Year End Review
    Jan. 7, 2014 AFL, AHGP, APD 82 Comments
  • Value Can Still Be Found In This Market: 5 Examples
    Jan. 3, 2014 AFL, DE, LLL 101 Comments
  • My DGI Plan: How I Keep Investing Simple
    Dec. 31, 2013 VIG, SDY, DGRW 173 Comments
  • Dividend Growth Investing: A Better Way To Carry Out The 4% Rule
    Dec. 3, 2013 VIG, SDY, DGRW 169 Comments
  • My K.I.S.S. Dividend Portfolio 3rd Quarter Update
    Oct. 12, 2013 AFL, APD, APU 200 Comments
  • A New Retirement Portfolio
    Oct. 7, 2013 AFL, ARLP, AVA 294 Comments
  • 3 Under-Priced And 3 Over-Priced DGI Stocks
    Sep. 30, 2013 MSFT, NKE, PAYX 41 Comments
  • Dividend Growth Investing: A Prospective Study
    Sep. 16, 2013 ABBV, ABT, BEN 157 Comments
  • 6 MLPs I'm Considering For My Dividend Portfolio
    Sep. 9, 2013 AHGP, ARLP, ETE 112 Comments
  • How To Plan For Your Retirement Income
    Aug. 29, 2013 51 Comments
  • July Dividend Portfolio Update
    Jul. 8, 2013 CBRL, TGT, O 88 Comments