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  • The Dividend Growth 50 Scores A Total Return 'Upset'  [View article]
    mj,

    I stated how much dividend income I got in each of the two months. And that is exactly what my statement said. I am not sure what you think I implied, but I just did the same comparison as Mike did for his portfolio.
    Apr 26, 2016. 03:43 PM | 2 Likes Like |Link to Comment
  • The Dividend Growth 50 Scores A Total Return 'Upset'  [View article]
    mj,

    "That is gain of 45%"

    Um, if the numerator increased by 31%, and the ratio stayed the same, then the denominator must also increase by 31%. So your math is bad.

    Also you are assuming that because 1 months of dividends increased 31%, the years dividends will increase that much. But since I closed some positions, opened others AND didn't add equal amounts of money to each position, the ratio of a months dividends to the years dividends last year will not be the same for that same month this year.
    Apr 26, 2016. 03:27 PM | 3 Likes Like |Link to Comment
  • The Dividend Growth 50 Scores A Total Return 'Upset'  [View article]
    "Assuming pendragon owned a portfolio of stocks yielding 3% ..."

    Actually, the yield has been around 4.5%. IIRC the yield was about 4.4% last March and is not about 4.7%. I just added up all the dividends I received last March and this March, because I have closed some positions, opened others and didn't add equally to all, one should not assume that the annual dividends went up by the same percentage.
    Apr 26, 2016. 03:21 PM | 3 Likes Like |Link to Comment
  • Wait To Pull The Trigger On Realty Income  [View article]
    "Most brokerages in North America want you to appear in person to confirm identity."

    I have had accounts at two different brokerages, and looked at several others. None of them require me to appear in person, in fact I signed up online.
    Apr 26, 2016. 03:09 PM | Likes Like |Link to Comment
  • The Dividend Growth 50 Scores A Total Return 'Upset'  [View article]
    joni,

    "Did you make many changes sells/buys during the year to accomplish such a higher %?"

    I did. March of 2015 is where I switched from just reinvesting the dividend to accumulating and buying. I purchased new shares every time I accumulated $1500, buying the best value of the stocks I already held or were on my watch list.
    Apr 25, 2016. 11:11 PM | 3 Likes Like |Link to Comment
  • The 10 Best Dividend Stocks For Retirement  [View article]
    wild,

    "My point was that if you bought all 10 you'd be concentrated into just a few sectors, which I don't think would be advisable for a retiree."

    Again, you miss the point, these 10 aren't intended to be a whole portfolio. I could buy the ones of these 10 that I don't already own and I wouldn't be too concentrated. These are a list of 10 stocks to ADD to a portfolio.

    You wouldn't make the comment in an article recommending ONE stock, that a portfolio of just that one stock would be too concentrated, so why make it because this article recommends 10?
    Apr 25, 2016. 10:48 PM | 1 Like Like |Link to Comment
  • You Don't Always Need To Be Right To Retire: Here's Why  [View article]
    Dave,

    I didn't like the safety of the dividend for COP and sold it at $53.55. I put about have the proceeds into CVX and XOM and the rest into other stocks.
    Apr 25, 2016. 11:43 AM | Likes Like |Link to Comment
  • Wait To Pull The Trigger On Realty Income  [View article]
    Jeff,

    If you broker doesn't offer a way to reinvest dividends cost free, especially if you want to do that, you should find another, there are plenty.
    Apr 25, 2016. 10:04 AM | 1 Like Like |Link to Comment
  • You Don't Always Need To Be Right To Retire: Here's Why  [View article]
    "I don't get it--you sold COP in January at 47.38 and it is now 47.62 and you "saved" your portfolio from disaster through discipline?"

    Well, COP did drop to close to $30 AND it had a pretty big cut in its dividend. I too sold it well before the dividend cut and so saved a lot of lost income.
    Apr 25, 2016. 09:17 AM | Likes Like |Link to Comment
  • You Don't Always Need To Be Right To Retire: Here's Why  [View article]
    aterosin,

    I don't diversify for diversity sake, so I consider the same stocks in all my portfolios. So if a stock I have determined is a good one to own, if I have the cash in a portfolio to buy it, and its at a good price, I buy it. They ONLY thing other than being at a good value that would change between portfolios, would be if a particular portfolio has a different goal, then some stocks might work well for some goals but not for others.
    Apr 24, 2016. 11:16 AM | 1 Like Like |Link to Comment
  • DGI For The DYI: Q1 2016 Recap  [View article]
    RAS,

    "If I double the number of companies that I own, then the potential loss of income from each company drops by half, which reduces my risk."

    That only works if the extra companies all have about the same odds of cutting or freezing the dividend as the original set of stocks. I know you have a process that helps to ensure that, but if an investor added a bunc of mREITs say, they wouldn't be reducing their risk of a cut any where near that much (if not actually increasing the risk).
    Apr 24, 2016. 11:05 AM | 3 Likes Like |Link to Comment
  • Wait To Pull The Trigger On Realty Income  [View article]
    I don't think we will see anything much lower than $53-$54 at this point, so if it drops to under $56 I will pick up more shares.
    Apr 24, 2016. 08:52 AM | 3 Likes Like |Link to Comment
  • The Dividend Growth 50 Scores A Total Return 'Upset'  [View article]
    Mike,

    Nice work with the DG50. I have done a bit better in my own portfolio income wise.

    Back in March of 2015, my IRA generated $1481.25 for the month. This March it generated $2145.92, an increase just a tad shy of 31%!
    Apr 24, 2016. 08:23 AM | 2 Likes Like |Link to Comment
  • Realty Income Comes Back To Earth For A Moment  [View article]
    "No where near 'back-to-earth'. 5% div- yes."

    I think it will be a very long time before you see O below $50, maybe there is a chance it will go below $54 and get a 4.5% div.
    Apr 22, 2016. 04:09 PM | 1 Like Like |Link to Comment
  • Realty Income Comes Back To Earth For A Moment  [View article]
    "The days of O at $45 are gone."

    I wouldn't go so far as to say that, but I will say that I don't want to see the economic conditions where that would happen.
    Apr 22, 2016. 11:59 AM | Likes Like |Link to Comment
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