Another consideration is when you need the income. My taxable account is much larger than my IRA as I plan on retiring sometime in the next year or two. If the bulk was in my IRA, I couldn't retire for another 11+ years. I see you have Roth IRAs which treat early withdraws differently - not sure if dividend income would be counted as contribution or investment earnings.
Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
Another phrase that is used frequently and is less than precise is "equal weighting". Equal weighting by what? Weighting by value, cost, income, or some other metric, are all vastly different methodologies.
With regard to reinvesting, I prefer "automatic reinvest" and "manual reinvest" for clarity.
I totally agree chowder. I automatically reinvest dividends because I know I can't predict the market - PG is perfect example. Some are certainly over valued but some are also fairly or under valued. I figure over time, it will pretty much even out.
Dividend Growth Investors: You Got To Do The Work [View article]
It appears when Google says that its Fusion Tables are "experimental", they mean "not quite functional". The importing feature is not getting all the columns so I have taken it down until they get it fixed.
Dividend Growth Investors: You Got To Do The Work [View article]
I have imported the All CCC data into a Google Fusion Table which allows filtering and sorting via a rather simple UI. It should be easier to use for the spreadsheet impaired :) Here is the link for those that wish to play with it: http://bit.ly/Y6vjoB
My Mad Method Meets My Wife's IRA - January 2013 [View article]
Incorrect. The IRA custodian is responsible for all IRS reporting for your plan. Mine is with Schwab, they file a 990T for my plan free of charge - and no, it's not a trusteed IRA.
My Mad Method Meets My Wife's IRA - January 2013 [View article]
Your IRA custodian is responsible for filing the 990T for any UBTI generated from MLPs in your IRA. You shouldn't have to do anything other than send them your K-1s.
Why Your Portfolio's Long-Term Dividend Growth Rate Is Your Total Return [View article]
Ry, Congrats on your first article. While I agree that a growing dividend often is associated with a growing share price, they are both tied directly to earnings growth. Earnings growth is the horse that pull the dividend cart. Keep up the great work.
Managing Your Portfolio - Weightings [View instapost]
Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
With regard to reinvesting, I prefer "automatic reinvest" and "manual reinvest" for clarity.
Dividend Reinvestment [View instapost]
Why Dividend Growth Is My Investment Strategy [View article]
"The focus here was on having a diversified income source that would provide expense coverage, not necessarily income replacement."
This was my goal as well since I live well below my means. Now I can continue working because I want to, not because I have to - it's a nice feeling.
Dividend Growth Investors: You Got To Do The Work [View article]
Dividend Growth Investors: You Got To Do The Work [View article]
Dividend Growth Investors: You Got To Do The Work [View article]
My Mad Method Meets My Wife's IRA - January 2013 [View article]
My Mad Method Meets My Wife's IRA - January 2013 [View article]
My Mad Method Meets My Wife's IRA - January 2013 [View article]
The Perfect Portfolio: Year End Update [View article]
Why Your Portfolio's Long-Term Dividend Growth Rate Is Your Total Return [View article]
Congrats on your first article. While I agree that a growing dividend often is associated with a growing share price, they are both tied directly to earnings growth. Earnings growth is the horse that pull the dividend cart. Keep up the great work.
Dividend Growth - The Stock Selection [View instapost]
As chowder said, CAGR is compounded annual growth rate which is often applied to many metrics - earnings, dividends, revenue, etc.
Managing Your Portfolio - Selling [View instapost]
9. Systemic risk, entire market falling
the only thing that came to mind was it must be a typo. I was relieved to read that you ignore systematic risk. Nice head fake.
Looking forward to your next blog.