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billinsd

billinsd
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  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]
    Alot of people told me I was a dummy,but I made more money than them.
    Sep 5 07:06 PM | 2 Likes Like |Link to Comment
  • Realty Income Price Swings: Too Risky To Buy Now? [View article]
    Again,if rates rise slowly,and Mr market is allowed to digest the slow rise in rates,share price will be fine.
    If rates skyrocket quickly,you had better worry about all of your portfolio,not just "O".
    The above arguments can be applied to most any blue chip dividend income security.
    Sep 5 07:03 PM | 1 Like Like |Link to Comment
  • Realty Income Price Swings: Too Risky To Buy Now? [View article]
    We have been adding 2k monthly,I have some that I paid $55 for,and some that I paid $44
    I admit to being nervous at these levels,hoping a slow rise in rates will not hurt share price as much as skyrocketing rates.
    We also own Opf,which has given us a nice capital gain along with steady monthly income.
    I feel the gain in Opf,offsets any current shares I "overpaid" for.
    I watch it very closely but my overall goal is long term,and I have confidence in O for that reason.
    Sep 5 09:30 AM | Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2 [View article]
    Bob,

    Like Chuck and Mr Fish, I truly value your contributions.
    Please keep it coming


    Thanks
    Bill in San Diego
    Sep 4 12:19 PM | 2 Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    DVK,

    I seem to pick 1 or 2 failures per year
    Considering my portfolios are comprised of over 40 stocks,funds,mlps,bdcs,I like my batting average.

    This year my failure is ARCP,which reversed course and became a restaurant stock and golden parachute queen.
    I manage the whole pizza pie,not just one slice.
    I moved on....
    Sep 4 11:35 AM | 5 Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Chuck is "THE MAN"
    I say that out of respect,not sarcasm,,,,
    Sep 4 10:53 AM | 1 Like Like |Link to Comment
  • History Lessons: Surviving A Recession, Tuning Out Noise And Moving Beyond Mistakes [View article]
    Mike,

    I have done the very same thing,in fact over and over.
    Sometime with regrets.
    Stocks reach new highs,and I cant resist the temptation to trim or should we say rebalance.
    I too own LMT,with a cost basis in the high 80's and low 90's
    Sold half my shares when it reached 164,so the remaining shares are pretty much house money.
    The good news is,I dont sell half the shares for a vacation.
    I only trim <rebalance> when there is another stock I want to add to my portfolio.
    So LMT became SBUX,ect,,ect.
    Time will tell if that was a good move.
    I too love MMM,but I cant seem to find a entry point in this market.

    Bill
    Sep 4 08:58 AM | Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Chuck,
    More "GREAT STUFF"
    Stay the course,stick to the plan,dont panic is very hard for alot of people.
    I dont forward alot of articles,I will be forwarding this one.

    Keep em coming,we little people love you.

    Bill in San Diego
    Sep 4 08:39 AM | 4 Likes Like |Link to Comment
  • Chevron: A Cheap Dividend Growth Stock To Consider [View article]
    XOM,COP,CVX

    Buy and forget for me
    Sep 3 11:00 AM | 2 Likes Like |Link to Comment
  • Income Investors: It's Only A Matter Of Time [View article]
    UGI going 3 for 2,with 10% divvy growth,low yield for a ute,but solid growth.
    I try to use the exact strategy you described.
    I have monthly payers that pay on the 2nd,15th,and end of the month. <riskier>
    I have conservative payers that pay quarterly. <usual suspects>
    I have lots of UTES. <low growth,steady eddie>
    I get a paycheck every 2 weeks,with quarterly bonus arriving in time for property and income tax.

    Its like getting your normal paycheck !
    Sep 2 12:46 PM | 7 Likes Like |Link to Comment
  • Realty Income: A Textbook Study Of Opportunity Cost And Patient Income Investing [View article]
    ARCP is no longer a reit
    Its a restaurant bail out !
    Aug 30 05:17 PM | 2 Likes Like |Link to Comment
  • AT&T And Consolidated Edison A 'Tell' Of 2 Champions: Part 3 [View article]
    Chuck,

    T wears many hats in my portfolio.
    I believe the direct tv deal is a good one,and will add some growth.
    When someone criticizes me for not having enough bond exposure,I simply tell them I own "T"
    1639 shares
    I own a small portion of ED.
    I probably own too many utilities,and have in fact cut my exposure by selling some of my Reeves Utility Fund.
    The utes seem to be extremely interest rate sensitive at this time.
    T is viewed as a always and forever in my portfolio.
    ED is viewed as a ute that needs time to work thru some problems.
    Meanwhile I enjoy the divvys from both.

    All the Best
    Bill in SD
    Aug 29 01:43 PM | 1 Like Like |Link to Comment
  • Realty Income: A Textbook Study Of Opportunity Cost And Patient Income Investing [View article]
    Adam,

    I attended this years O shareholder meeting.
    With a new CEO and soon to be new headquarters building,management remains full speed ahead in acquiring properties under their business model.
    As long as occupancy rates remain high,I will be long O.
    O is my largest holding,and I continue to add to it monthly.

    I continue to drip,drip,drip and direct invest
    I have shares that I paid 55,and I have shares I paid 44

    I am doing well with Opf.
    I got into the preferred shares at $23.75,and this takes some of the sting out of the shares I paid $55 for in my drip account.

    All in all, I am wagering that the rise in interest rates will be slow,gradual,and perhaps later than sooner.

    I will re evaluate and re balance when the rates begin to rise

    All the best
    Bill in San Diego
    Aug 29 11:18 AM | 2 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    David,

    Please dont leave us
    Aug 27 03:06 PM | 3 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Robert,

    I am 58,around the same age as you.
    I always enjoy reading anything you have to say.
    This past year "our gang" lost 2 members,1 to a massive heart attack,1 to suicide.
    At this point in my life,I am watching friends parents die,old friends die,relatives die,ex wife fight bone cancer,former co workers fight cancer.

    From all of this,you gather a different perspective.
    While I never achieved the 1 million saved that I hoped, I will never work another day in my life UNLESS I am forced to.

    Like a near death experience you begin to realize how truly precious time and time with people you care about becomes.

    62 or 65,the real meaning of life will not be accomplished with 8% more per year.

    Bill in San Diego
    Aug 27 12:23 PM | 8 Likes Like |Link to Comment
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