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BigIslandBum

BigIslandBum
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  • Managing Your Portfolio - Weightings [View instapost]
    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.
    Feb 12 02:08 PM | Likes Like |Link to Comment
  • Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
    That would be "semi-automatic reinvest" ;)
    Feb 10 09:34 PM | 2 Likes Like |Link to Comment
  • 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.
    Feb 10 01:26 PM | 1 Like Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    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.
    Feb 7 10:00 PM | Likes Like |Link to Comment
  • Why Dividend Growth Is My Investment Strategy [View article]
    Nice article. I particularly like...

    "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.
    Feb 7 09:50 PM | 3 Likes Like |Link to Comment
  • Dividend Growth Investors: You Got To Do The Work [View article]
    Updated link to the Fusion Table with CCC list: http://bit.ly/11Q73Jy
    Feb 5 12:32 PM | 1 Like Like |Link to Comment
  • 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.
    Feb 5 11:38 AM | 1 Like Like |Link to Comment
  • 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
    Feb 4 08:27 PM | 1 Like Like |Link to Comment
  • My Mad Method Meets My Wife's IRA - January 2013 [View article]
    I don't view Schwab filing a 990T for free as a negative.
    Jan 30 02:31 PM | Likes Like |Link to Comment
  • 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.
    Jan 30 01:09 PM | Likes Like |Link to Comment
  • 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.
    Jan 29 09:25 PM | Likes Like |Link to Comment
  • The Perfect Portfolio: Year End Update [View article]
    Actually, you can get 10 years as a regular (free) member via the Key Ratios tab at Morningstar :)
    Jan 26 09:08 PM | 2 Likes Like |Link to Comment
  • 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.
    Jan 24 11:10 AM | Likes Like |Link to Comment
  • Dividend Growth - The Stock Selection [View instapost]
    Dick-Y,
    As chowder said, CAGR is compounded annual growth rate which is often applied to many metrics - earnings, dividends, revenue, etc.
    Jan 23 08:07 PM | Likes Like |Link to Comment
  • Managing Your Portfolio - Selling [View instapost]
    Great work chowder. As I read your list of situations when you consider selling, I was mentally checking them off my list until I got to:

    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.
    Jan 23 11:51 AM | 1 Like Like |Link to Comment
COMMENTS STATS
270 Comments
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