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rnsmth

rnsmth
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  • Should Social Security Be Considered A Bond Holding In A Retirement Portfolio? [View article]
    Social Security and defined benefit pensions are income, though not really fixed income. In our case, our pensions received annual cost of living adjustments, along with SS.

    The fact that we have that income, which covers our living expenses, allows us a bit more flexibility when it comes to managing our investments. Our current allocation to bonds is 0%, and my plan is to keep it at that indefinitely.
    Feb 3, 2015. 08:07 AM | 4 Likes Like |Link to Comment
  • How Much 'Extra' Return Are You Getting If You Reinvest Dividends? [View article]
    Yes :)
    Feb 3, 2015. 07:58 AM | 1 Like Like |Link to Comment
  • How Much 'Extra' Return Are You Getting If You Reinvest Dividends? [View article]
    I liked the article a lot, and kept up with the comments for a period of time. Then I decided to do an experiment.

    I decided to let them accumulate and then read all the accumulated comments at one sitting. There were over 100 of them.

    I have concluded, beyond the shadow of a doubt that there is a significant difference between reading the comments has they happen and letting them accumulate to be read at a later date.

    I will keep dripping in my dividend growth portfolio. I will be mind-bogled :) though, if I let comments accumulate too long again, well, my brain does not need the buffeting it took. Thank goodness for the caffeine in Diet Coke (we call it Coca Light down here in old Mexico).

    It went well with graham crackers.
    Feb 3, 2015. 07:33 AM | 2 Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    Still a loser strategy, I see.

    HA, HA, HA, HA, HA
    Feb 2, 2015. 09:51 AM | 4 Likes Like |Link to Comment
  • Retirement Strategy: The Politics That Could Affect Our Retirement Portfolios And Income [View article]
    <<Knock off the voter suppression c***. It is tiresome and patently false.>>

    No, look at the facts, which disprove your assertions
    Feb 2, 2015. 09:17 AM | Likes Like |Link to Comment
  • Retirement Strategy: The Politics That Could Affect Our Retirement Portfolios And Income [View article]
    <<It depends on why the market dropped. If the President had raised taxes, increased regulations, etc that would have a direct negative impact on the stock market.>>

    The President has done those things. Where is the negative impact.

    Lowering taxes and decreasing regulation (and/or the robust enforcement of regulations) is part of what caused the Great Recession.
    Feb 2, 2015. 09:16 AM | 1 Like Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    May Apple keep losing in the same way it has since it IPO'd

    I'll continue to be delighted.
    Feb 1, 2015. 06:47 PM | 1 Like Like |Link to Comment
  • Apple Analyst Ming-Chi Kuo, We're Not Worthy [View article]
    No, Tim said that channel inventory was 200,000 units lower than at the start of the quarter, I think. You could look it up in the call transcript. Apple is below the minimum level of their channel inventory goal
    Jan 28, 2015. 07:17 PM | Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    <<while chowders strategy is not focused on total return I think I can safely say that his management of it is more akin to a total return manager than it is to a true DIG disciple like rnsmth >>

    On what basis do you call me a true DGI disciple?
    Jan 28, 2015. 06:55 PM | Likes Like |Link to Comment
  • Apple Analyst Ming-Chi Kuo, We're Not Worthy [View article]
    I do not think very highly of him.
    Jan 28, 2015. 06:23 PM | Likes Like |Link to Comment
  • Apple Analyst Ming-Chi Kuo, We're Not Worthy [View article]
    Kirk Burgess likely did better. See Phillip Elmer Dewitts post on how the analysts did.
    Jan 28, 2015. 05:38 PM | 1 Like Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    I have a big pistol, but it shoots blanks
    Jan 28, 2015. 05:34 PM | 3 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    <<there you go again.. anecdotal evidence...many of us..most of us...completely acceptable.. try that approach in front an investment committee charged with fiduciary responsibilities and see how much money you get.. >>

    Well Mr. Troll, I do not have to run my investment decisions by an investment committee. With our strategy, 80% of which is dividend growth investing, we have been trouncing the S&P 500 for total return and for income. Feel free to ignore that anecdotal evidence. Quite frankly my dear, I don't give a hoot :-).
    Jan 28, 2015. 05:31 PM | 9 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    <<The problem is that if you quote specific examples of something simple beating a specific DGI portfolio in total return, the enthusiasts will fall back on the good old caveat that hey the goal of this specific DGI portfolio is income, not total return.>>

    Use the metrics that are important to dividend growth investors, namely current yield and dividend growth.

    Many of us have a portfolio current yield around double the yield of the S&P 500. Many of us are achieving similar total returns. In other words, most of us are achieving our income goals and achieving completely acceptable total returns. Most of us are good with that.
    Jan 28, 2015. 12:06 PM | 5 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    <<So inflation is acting 2.5 times against you since 100% of inflation is only applied to 40% of your return, your dividend portion. >>

    Almost all of my companies have been giving annual dividend increases at 2-6 times the current rate of inflation, in other words annual dividend increases of 4-12%. The exception to that so far is T.
    Jan 27, 2015. 09:46 AM | 3 Likes Like |Link to Comment
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