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BoomBoom99

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  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    "Hope SCHD leads other investment houses to offer similar high quality, DGR stock ETFs at low prices."

    It would be nice if ANY ETFS incorporate dividend growth as part of their mandate.
    Apr 20, 2015. 01:21 PM | 2 Likes Like |Link to Comment
  • Chasing High Dividend Growth Rates For Lower Total Returns [View article]
    Interesting article! I agree there was obvious look-ahead bias and survivor-ship bias in the original referenced article. You've clearly shown it is not credible to assume high dividend growth rates will lead to higher total returns WITHIN THE DIVIDEND ARISTOCRATS.

    What your study also shows, but is not mentioned, is reinforcement in the belief that dividend aristocrats clearly outperform the S&P500 over the long haul. In the 2001 to 2014 period the Dividend Aristocrat Index outperformed SPY 9 out of 14 years, or 64% of the time by an average of 3.61% per annum. The annually picked high DGR 7 stocks, per the studies, also outperformed SPY 8 out of 14 years, or 57% of the time by an average of 1.72% per year.
    Apr 20, 2015. 12:55 PM | 2 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    "So when I rolled over my old 401(k), I purchased SCHD as my newest dividend growth investment."

    Let's hope SCHD continues to operate as a true dividend growth investment with growing dividends and not become like all the other dividend ETFs. It's a bit troubling to not see "income growth" in SCHD's mandate.
    Apr 20, 2015. 11:02 AM | 3 Likes Like |Link to Comment
  • Why An Income Portfolio Beats Capital Gains Every Time [View article]
    "In the relatively short run total return may not matter if one is investing primarily for income, but if the total return of an income producing portfolio was consistently lower than that of a simpler alternative for longer time periods - five or six years or more, it would certainly lead me to re-evaluate my choices."

    The time frame you're measuring is solely a bull market. Dividend aristocrats generally underperform the broad equity market during bull runs and outperform in down & sideways markets. Overall in the past 43 years aristocrats have outperformed the S&P500 by an average of 2.5% annually in total return.
    Apr 20, 2015. 02:56 AM | 2 Likes Like |Link to Comment
  • Why An Income Portfolio Beats Capital Gains Every Time [View article]
    caperdory,

    Cherry picking a time frame that supports your argument proves nothing!
    Apr 20, 2015. 01:27 AM | 2 Likes Like |Link to Comment
  • Why An Income Portfolio Beats Capital Gains Every Time [View article]
    Foggs,

    MSFT has outperformed BRK by a very wide margin since inception in early 1986.
    Apr 20, 2015. 01:18 AM | Likes Like |Link to Comment
  • Are You Paying Too Much For Income? [View article]
    Adam,

    I entirely agree with you and have a well rounded >30 stock DGI portfolio myself. I'm merely suggesting an alternative to ou71764's higher risk proposition. I consider my suggestion only slightly lower risk due to the diversity factor.
    Apr 19, 2015. 08:13 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club: Building A Sustainable Long-Term Dividend Portfolio (Part 1) [View article]
    ou71764,

    "But my captain is General Mills, GIS. In 113 years, they've paid a cash dividend every one of those years and never decreased it." Three Canadian banks have paid continuous dividends (in $CAD) for over 150 years without a decrease...TD, BNS & CM. The other two majors, of the big 5 banks in Canada, only had small cuts in 1942 in their >150 year history...RY & BMO.
    Apr 19, 2015. 08:02 PM | Likes Like |Link to Comment
  • Are You Paying Too Much For Income? [View article]
    ou71764,

    I have another suggestion for you. Everyone knows it's risky to put all your eggs in one basket, even if it's O with it's 4.62% yield and 22 year streak of increasing it's dividend. There are 5 stocks on David Fish's CCC List that have higher yields and streaks than O. Why not buy all 6 for greater diversity and less risk, than in buying only 1 stock. Here's the list:
    O Yield=4.62% Streak=22 years
    BWL.A Yield=4.69% Streak=43 years
    UHT Yield=4.82% Streak=28 years
    ORI Yield=4.88% Streak=34 years
    HCP Yield+5.23% Streak=30 years
    T Yield=5.78% Streak=31 years
    FYI, O is a contender, the other five are champions.
    Apr 19, 2015. 07:41 PM | 1 Like Like |Link to Comment
  • Dividend Champions, Contenders And Challengers With 10-Year Declining Dividend Growth Rates [View article]
    Interesting article!

    I wouldn't be concerned about Royal Bank (RY) showing up as a declining growth stock on the CCC List. This is misleading as RY increases twice per year and is subject to daily currency fluctuations between the $CAD and $USD. The Canadian Dividend All Star list, which is based on $CAD currency, shows RY's DGR has been accelerating since their two year freeze in 2009 to 2010. The 1-Yr & 3-Yr DGRs in Canadian currency are 12.3% & 10.9%.
    Apr 17, 2015. 01:47 PM | 3 Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    sds,

    "had" is the operative word. In 2008-09 GE swore they would not cut the dividend right up to the day they did indeed cut. That's lying in my books. Now they announce a freeze preferring to buy back $50B in stock. If I were a retired, or soon to be retired, shareholder I'd sell and move on to something else.
    Apr 15, 2015. 01:57 AM | 4 Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    I don't really consider GE to be a dividend growth stock so it's not in my portfolio. Raising the dividend doesn't seem to be much of a priority, I see better opportunities elsewhere.
    Apr 15, 2015. 12:17 AM | 3 Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    Chowder,

    GE has recently announced they will be buying back $50B in shares and will be holding the dividend flat until 2017.
    Apr 14, 2015. 03:01 PM | Likes Like |Link to Comment
  • Several Dividend ETFs Slash Their Dividends By Up To 22% [View article]
    Perhaps a bit sappy but I hope they play Lindsey Buckingham's "They Say We'll Meet Again" at my funeral.
    Apr 14, 2015. 01:29 AM | Likes Like |Link to Comment
  • Several Dividend ETFs Slash Their Dividends By Up To 22% [View article]
    mbn,

    It is a great song and sorry I really didn't mean to be morbid.
    Apr 13, 2015. 08:27 PM | Likes Like |Link to Comment
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