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  • Is Investing Like Yale Good For Individuals? [View article]
    "I created a portfolio of ETF's (Exhibit 2) with similar weights as that of the Traditional Endowment Portfolio Model found in Daniel Wildermuth's book, "Wise Money," and will refer to it as the Modified Endowment Portfolio (NYSE:MEP)."

    MEP on the NYSE is Midcoast Energy Partners, LP
    Nov 11, 2014. 08:40 AM | Likes Like |Link to Comment
  • Buy This Member Of A Commercial Airliner Duopoly For The Long Term [View article]

    But here's the real reason to own Boeing. It's part of a duopoly. Who else makes commercial jetliners in any significant manner other than Boeing and Airbus, also known as AAR Corp. (NYSE:AIR)? The first rule of stock market investing: buy shares in monopolies, duopolies, and oligarchies."

    I think you might mean EADS which is Airbus.....
    Oct 31, 2014. 10:49 PM | 1 Like Like |Link to Comment
  • Retired Investors Must Be The Smart 'Little Pig' [View article]
    Email Polly...

    I find them to be very receptive to inputs and questions.

    FastGraphs is a class act.

    Oct 31, 2014. 08:19 AM | 2 Likes Like |Link to Comment
  • What Likely Happened To Dividend Growth Retirees In The Recession: Another Point Of View [View article]

    Couldn't agree more. Would it be wonderful to own 20 "perfect stocks" and let it ride? Sure, except for the previous couple of weeks dragging those energy stocks down. ("That can't happen, we'll always need oil!")

    I prefer managing my own personal ETF. When a sector takes a wrong turn I still sleep well at night because, "Oh look!"...some other sector went up. And we all know energy stocks will be back eventually.

    As long as those dividends keep coming in and grow I'm a happy guy!


    Oct 26, 2014. 08:35 AM | 6 Likes Like |Link to Comment
  • My Dividend Growth Investing Epiphany [View article]
    Excellent piece! I'd bet most of your "soon to be followers" have similar stories and epiphanies. Looking forward to following your progress.

    Oct 22, 2014. 07:30 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 3rd Quarter 2014 Update [View article]

    Hate to tell you this because I imagine you're going to blush but you Sir are a Guru in the making.....

    While I appreciate the need for you to qualify yourself as not being a financial advisor, I for one truly appreciate authors of your caliber.

    Oct 7, 2014. 08:59 AM | 7 Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 3rd Quarter 2014 Update [View article]
    Not and maintain a 3.66% yield not to mention paying 0.35% in expenses. After PTI made his/her purchases the expenses go to zero unless there are account maintenance fees.

    I'm a rarity around here and sleep well at night because like PTI hold a lot of companies, our own ETF/Fund if you will.

    PTI keep it up and thank you for the update.
    Oct 7, 2014. 08:55 AM | 12 Likes Like |Link to Comment
  • Are You An Alfred E. Neuman Income Investor? [View article]
    Same view on diversification. 150 is a lot to track but it can be done. And if life gets in the way and you miss the Black Swan gobbling up Company X you've taken at most a 1% hit (or less...).
    Oct 4, 2014. 08:26 AM | Likes Like |Link to Comment
  • There's Very Little Chance Of Beating A Balanced Portfolio From Here [View article]

    Always enjoy your perspective.

    "It's gut check time. Could the markets soldier on for a few more years?"

    But if we believe with a high degree of certainty that bond rates will rise (with the resulting loss in value to bond funds) then why be balanced now rather than after that event? Yes, you could make the same argument for a market that is at all time highs (pending correction).

    I know one event IS coming, the other PROBABLY is coming.

    Not convinced we are back in the old normal where a Coffee House, 7 Twelve, or Balanced Portfolio is the safest course of action because of the Fed and rates.

    Sep 10, 2014. 08:34 AM | 12 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Hey! There's an App for that.

    Actually, several if you are Mac oriented.
    Aug 26, 2014. 09:58 PM | 1 Like Like |Link to Comment
  • Why Investing In U.S. Multinationals Is Not The Same As Investing In Foreign Companies [View article]

    Excellent article (as usual).

    I keep TOT and NSRGY on the taxable side to recoup those pesky withholding taxes.

    This always makes me scratch my head, "Disclosure: No Positions". Good to know but you are sort of a Foreign Stock guru around here....but don't own these stocks you are "sort of" recommending for consideration. Nothing says you have to own them, it just gives me pause when authors don't have skin in the game.

    Aug 21, 2014. 08:39 AM | Likes Like |Link to Comment
  • The Same Returns With Half The Risk? [View article]
    Psssst....."Never mind" was Emily Litella
    Aug 15, 2014. 08:53 PM | 1 Like Like |Link to Comment
  • Dividends Don't Matter In Retirement Either [View article]
    Not going to argue what has already been reported:

    For our situation I would rather own Dividend Champions, Contenders, Aristocrats, Achievers with a portfolio yield of 3+% and "maybe...maybe touch my principal" than own a growth portfolio and "have to" touch 3+% of principal" every month.

    During high risk events and corrections these Dividend Champions, Contenders, Aristocrats, Achievers lost LESS (and CONTINUED to pay their dividends) than growth stocks. Could I be richer just investing in growth? Yes, no question. But when I hit 90 I believe I will be better off with the Dividend Champions, Contenders, Aristocrats, Achievers.

    SWAN Theory......
    Jul 17, 2014. 09:11 AM | 14 Likes Like |Link to Comment
  • Q2 2014 Update: My Whistler Income And Growth Portfolio [View article]
    Pressing the "Big O'L LIKE button" !
    Jul 15, 2014. 03:23 PM | Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2014 Update [View article]
    If you eliminate any companies that are just challengers, Part-Time's portfolio may lose 28% on paper, but the income will keep coming based on the record of the Contenders and Champions who did not cut their dividends during the last-great-recession.

    Somewhere on SA, one of our DGI Gurus has an article that compares this style of investing to a Growth portfolio which, if I remember correctly, took a way bigger hit - and no dividend income on top of that.

    Try this article by the Master, Chuck Carnevale:


    And this by Dividend Growth Investor:

    Jul 10, 2014. 12:16 PM | 8 Likes Like |Link to Comment