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BoomBoom99

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  • The New Nifty Fifty: A Comparative Performance Analysis [View article]
    Hopefully we all can learn something from history as future information isn't readily available yet.
    Dec 8, 2014. 12:03 PM | 5 Likes Like |Link to Comment
  • The New Nifty Fifty: A Comparative Performance Analysis [View article]
    Paul,

    Equal weighting the stocks is closer to what most DGIs practice. My weighting is equal by income with 24 full positions and 10 half positions.
    Dec 8, 2014. 11:57 AM | 1 Like Like |Link to Comment
  • The New Nifty Fifty: A Comparative Performance Analysis [View article]
    Minutemen,

    Excellent work, your article should be an editors pick!

    My DG stocks were chosen to not only provide me with an increasing income stream but to also give above average performance with good downside protection. As future numbers weren't available yet, lol, I used past data to research my stocks prior to purchase. Going forward I practice hold & monitor should I need to make changes.

    I really like your idea of comparing the fund performances to the NNF by placing them right into the list. I know my portfolio would place quite high in your lists. I plan to determine my 1-yr, 10-yr & bear market TR performances so I can compare. I'll post my numbers after I calculate them.
    Dec 8, 2014. 11:39 AM | 2 Likes Like |Link to Comment
  • Vanguard Dividend Growth - Beating The Market With Regularity [View article]
    "All the more amazing that 80% of them can't even match the market returns in any given year. "

    Amazing that 80% of investment managers can't beat the average investor? Geez, I thought it was only 79%.
    Dec 8, 2014. 01:44 AM | Likes Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    It must be confusing to new investors to buy a fund that calls itself dividend growth when it doesn't even practice dividend growth!
    Dec 6, 2014. 01:14 PM | 4 Likes Like |Link to Comment
  • Is This THE Fund For Dividend Growth Investors? [View article]
    It slays me that a 3% yield is considered "high yield" these days!
    Dec 6, 2014. 01:07 PM | 3 Likes Like |Link to Comment
  • Vanguard Dividend Growth - Beating The Market With Regularity [View article]
    PTI,

    I agree! Most DGIs are quite passive and do very little buying & selling once the portfolio is in place.
    Dec 6, 2014. 01:05 PM | 3 Likes Like |Link to Comment
  • Vanguard Dividend Growth - Beating The Market With Regularity [View article]
    "However, if I had to buy an index fund, it would not be VDIGX. The fund that I would buy is VFINX, the Vanguard S&P 500 index fund."

    If you're going for total return why not Vanguard Health Care Fund VGHAX.
    Dec 6, 2014. 12:57 PM | Likes Like |Link to Comment
  • Vanguard Dividend Growth - Beating The Market With Regularity [View article]
    Minutemen,

    That may be YOUR interpretation of dividend growth but the commonly accepted definition of the DGI strategy is investing for the long term in stocks of companies that not only pay dividends, but consistently increase their dividends from year to year with a goal to create a sustainable, rising stream of dividend income. Another commenter in another article called DGI "dividend momentum investing". I think he hit the nail on the head with that one! Your interpretation sounds more like investing for growth with dividend stocks.
    Dec 6, 2014. 12:32 PM | 3 Likes Like |Link to Comment
  • Equity Investing Or Index Investing [View article]
    In the U.S. are you allowed to sell your investments to pay off your mortgage, then borrow with house as collateral to buy new investments with interest on investment loan being deductible? That was a mouthful...lol
    Dec 6, 2014. 11:55 AM | Likes Like |Link to Comment
  • Equity Investing Or Index Investing [View article]
    "If they compare the two alternatives, they might see that they're really only getting the benefit of deducting SOME of the mortgage interest."

    Consider yourselves fortunate that you live in a country that allows a deduction of ANY mortgage interest.
    Dec 6, 2014. 11:40 AM | 2 Likes Like |Link to Comment
  • Vanguard Dividend Growth - Beating The Market With Regularity [View article]
    "Excellent article that clearly reveals the difference between investing for income (Nifty Fifty) vs. investing for dividend growth (VDIGX). There is a big difference in the two strategies (neither is better or worse; it just depends on what your investment goal is)."

    I shake my head on this. The "new nifty fifty" is all about DGI but VDIGX is not. VDIGX contains dividend growth stocks but the fund doesn't provide a consistent increasing dividend income stream as it's main focus. It's more a total return growth play than a dividend play.
    Dec 6, 2014. 02:17 AM | 6 Likes Like |Link to Comment
  • Vanguard Dividend Growth - Beating The Market With Regularity [View article]
    "We believe the relative strength of non-dividend payers during market recoveries (and their relative weakness during corrections) is consistent
    with the claim that non-dividend payers have greater exposure to changing expectations regarding the business cycle."

    It's about beta. Non-dividend stocks generally have higher betas than dividend stocks so they tend to outperform in bull recoveries and underperform in bear corrections.
    Dec 6, 2014. 02:00 AM | 3 Likes Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    Be Here Now,

    That's a given! I don't know why funds call themselves "dividend growth". They may hold dividend growth stocks but the fund itself doesn't practice dividend growth!
    Dec 5, 2014. 06:00 PM | 3 Likes Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    Be Here Now,

    I mean no disrespect here but are there ANY funds that existed before 2008 that did not cut their annual distribution at least once? I've yet to find one.
    Dec 5, 2014. 01:55 PM | Likes Like |Link to Comment
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