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BoomBoom99

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  • How Dividends Don't Matter In Retirement; A Few Examples [View article]
    "DGI for only the income and TR for that same income plus the appreciation."

    DGI for the increasing income stream which exceeds inflation.
    Aug 7 04:19 PM | 3 Likes Like |Link to Comment
  • How Dividends Don't Matter In Retirement; A Few Examples [View article]
    Dale & other Canadian investors,

    The Vanguard Wellington Fund offers a cheap safe one stop solution for American retirees who prefer a managed fund over DIY.

    A similar fund in Canada is Mawer Balanced Fund. It has greater global diversity, slightly better long term performance & has weathered down markets better than the Wellington Fund. The bond content is approximately 30%.
    Aug 7 03:16 PM | Likes Like |Link to Comment
  • How Dividends Don't Matter In Retirement; A Few Examples [View article]
    Dave,

    I fully agree with you but in fairness to Dale he claims total return is all that matters "only" during the accumulation stage. Dale is an ETF guy so I assume his recommendation for the "total return accumulation stage" would be 100% equity content in ETFs. An all equity ETF portfolio is much more volatile than a typically low beta DG portfolio. It may or not outperform the DG portfolio short term but as his "dividend yield & payout ratio graph" shows will underperform the S&P500 & most DG portfolios over the long term. If any bond content is added to the "total return accumulation stage" portfolio it will likely have less volatility but will surely underperform the DG portfolio.
    Aug 7 02:31 PM | 1 Like Like |Link to Comment
  • MDY: January-July 2014 Performance And Historical Seasonality [View article]
    It does work, this is a good tool...keep trying! Place your mouse pointer on the vertical lines on the left edge of the slider, then depress your left mouse button and drag to the left? If you're too far to the right you get the rolling five-year periods you mention.
    Aug 5 05:05 PM | Likes Like |Link to Comment
  • MDY: January-July 2014 Performance And Historical Seasonality [View article]
    JJM,

    I'm not a subscriber either. You can increase the time period in the slider with your left mouse button. Simply click & drag from the left edge of the slider to the time period you desire up to 20 years.
    Aug 5 02:33 PM | Likes Like |Link to Comment
  • MDY: January-July 2014 Performance And Historical Seasonality [View article]
    Good article! According to the 20 year month by month seasonality chart for MDY on stockcharts.com the best annual seasonality period is Oct through May with an average return of 10.8%. For comparison the average Jun-Sep return is -1.4%. http://bit.ly/1pAWqZH;compare=

    Although the seasonality can only be determined over 15 years, iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) trumps MDY in performance. IJH averages 11.0% in the Oct-May period. http://bit.ly/1v7bx2A;compare=
    Aug 5 01:13 PM | Likes Like |Link to Comment
  • When To Add To An Existing Dividend Growth Holding That Has Been Advancing [View article]
    pismo10,

    Why not just wait until Armageddon for fire sale prices on all stocks.
    Aug 5 10:54 AM | 3 Likes Like |Link to Comment
  • Inter Pipeline: This Dividend Growth Company Is On A Tear And It's Not Over Yet [View article]
    I'm predominantly a dividend growth investor so I prefer CMG. It is an outstanding grower.
    Aug 4 10:59 AM | Likes Like |Link to Comment
  • Inter Pipeline: This Dividend Growth Company Is On A Tear And It's Not Over Yet [View article]
    galicianova,

    Canadian Energy Services - CEU
    Computer Modelling Group - CMG
    Aug 3 05:34 PM | Likes Like |Link to Comment
  • I'm Not Selling Anything, I'm Buying Everything [View article]
    Dale,

    Using back testing it is not terribly difficult to construct a portfolio which would equal or better Wellesley's numbers. I know you'll argue Wellesley's numbers are actual & back testing is theoretical. I say we can learn from history what would have worked better. Going forward can be a crap shoot for sure but we can use the knowledge of what worked in the past to make a better educated guess for the future!
    Aug 3 01:21 PM | Likes Like |Link to Comment
  • Dividends Don't Matter In Retirement Either [View article]
    AlanInTempe,

    "Pretty much those who believe selling 4% of capital each year guarantees you end up with zero shares in 25 or so years."

    It'd be surprised if any SA reader actually believes this. I think RS055 was pulling our leg with his/her remark. I admit to chuckling when I read it.
    Aug 1 05:55 PM | Likes Like |Link to Comment
  • Dividends Don't Matter In Retirement Either [View article]
    "Fortunately, other options are available, such as DG plans where dividends alone are guaranteed (NOT!) to meet or exceed the 4% withdrawals."

    It is common knowledge dividends are not guaranteed. Who would think otherwise?
    Aug 1 12:04 PM | Likes Like |Link to Comment
  • The Stocks Catch The Bonds - 6.5 Years Later [View article]
    The performance numbers I show are the results had I owned my current stock portfolio through the period 2000-01-01 through 2013-12-31. I wanted to point out to Varan that a DGI portfolio can beat the tech stock/long bond model portfolio he crafted for his back testing example. For sure my performance numbers would be considered back testing as well as I did not own my stocks through the entire period.

    As I said, I started my DG investing in June 2008. I was very green early on and made many changes along the way, especially early on. I have only 3 of my original picks in my current holdings. My stocks took quite a hit during the recession in 2008-09 but I kept with it as my overall income continued to increase. The bull market that followed more than made up for my early price declines. Over time I learned it is best to research more thoroughly, stick with quality and be patient. Lower overall beta also makes the ride less volatile.

    As for actual (July-July) CAGR performance numbers...
    1 year - 23.39%
    2 year - 20.58%
    3 year - 19.38%
    4 year - 18.34%
    5 year - 17.29%
    6 year - 13.06%
    Jul 31 12:07 PM | Likes Like |Link to Comment
  • The Stocks Catch The Bonds - 6.5 Years Later [View article]
    Rodolfo,

    As I mentioned I did not own the stocks in my current portfolio through the entire period. I've been a DGI since late June 2008 when I released my advisor & became DIY. My current portfolio has been put together through much research. I get a lot of ideas from various sources that are dividend growth friendly. I spend a fair bit of time on Seeking Alpha, Morningstar, Yahoo, Google, MSN, Dividendinvestors, BNN (Canada) & various blogs. David Fish's CCC list has been a "godsend" resource for finding suitable candidates as has the Canadian All Star Dividend List.

    I hold 30 positions in my retirement portfolio of which 17 are Canadian, 12 U.S. & 1 U.K. Of the 30, 20 are full positions & 10 are half positions. It took me a few years to fine tune my selections. What I wanted to achieve was long term dividend growth & safety. Price performance is secondary to me. I think I put together a decent collection that I'm happy with. Of course there is no guarantee that these stocks will continue to increase their dividends in the future or that their returns will be as lofty. I have other suitable stocks on my watch list should I need to make any changes along the way.

    I don't know what your investing goals are or which path you want to or should seek. I wish good luck in your investing for whatever course you take. Feel free to comment further or PM me if you have any specific questions or concerns.
    Jul 31 02:16 AM | Likes Like |Link to Comment
  • Inter Pipeline: This Dividend Growth Company Is On A Tear And It's Not Over Yet [View article]
    It would be nice if equal weighted alternative ETFs were available for the TSX 60 & the TSX Total Market.
    Jul 30 01:17 PM | Likes Like |Link to Comment
COMMENTS STATS
763 Comments
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