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  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    You can not hedge against ALL Black Swans unless you choose to put you money in your mattress ..... which of course then becomes a Black Swan of your own self fulfilling prophecy.

    If Americans lived by the "What if? But then what if?" philosophy we would have ceased to exist as a great nation decades ago due to the "paralysis of analysis".

    (And Mike....way to hijack a thread.... You make valid points but I think you just chased some folks back under their beds)
    Jun 14, 2014. 09:30 AM | 20 Likes 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
  • 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
  • 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
  • Marrying The 4% Rule With Dividend Growth Investing [View article]
    Pressing the "big o'l LIKE button"!

    Another excellent article....
    Nov 29, 2013. 09:35 AM | 12 Likes Like |Link to Comment
  • Dividend Growth Investing Doesn't Work: Intel And Philip Morris Edition [View article]
    Hang on a sec while I pop some popcorn....this will get interesting shortly....

    Seems the latest trend is to rag on DGI to provoke "reads".....
    Nov 24, 2014. 07:30 PM | 10 Likes Like |Link to Comment
  • Bogle's Views On Retirement Income [View article]
    First financial lesson in my teens from my Grandpa..."If you're paying taxes you must be making money..."
    Jul 20, 2013. 07:28 AM | 9 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
  • A Dividend Growth Investor Looks At AAII's Stock Screens [View article]
    "Many common stocks held by long-term dividend growth investors were not on any of the four screens - such as Coca-Cola (KO), McDonald's (MCD), or Johnson & Johnson (JNJ). Of course, since the screens change each month, I imagine that a smorgasbord of stock ideas becomes available if one checks back each month."


    As an AAII member I at one time I had subscribed to their Dividend Newsletter and still frequently check these screens you have mentioned. I'm always scratching my head that many of the "regular" DGI stocks that we all hold and discuss are no where to be found on these screens (as you pointed out). That was an excellent observation.

    I maintain my membership there as I find that they are an excellent source of financial, retirement, social security, income tax, and investing advice. Very grounded especially compared to some of the hype we find here at SA.

    And once again, this is an excellent article!!
    Feb 4, 2014. 04:29 PM | 8 Likes Like |Link to Comment
  • How Obama's 'MyRA' Plan Will Impact The U.S. Economy [View article]
    In simplest terms isn't there already a "retirement program" we contribute to run by the government ?
    Jan 30, 2014. 10:19 PM | 8 Likes 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
  • Dividend Champions For September 2013 [View article]
    Oh what a better world we would live in if everyone held on to that thought-"just make a difference".

    Always taught the kids to "leave the place better than you found it".

    David, thank you for yet another wonderful product!!
    Sep 2, 2013. 09:48 AM | 7 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
  • Are Dividend Growth Investors Doing It All Wrong? [View article]

    From your profile, "Looking for home runs when I invest, not singles or doubles." I think this may be your issue with DGI.

    But from your arguments I really don't believe you have researched DGI thoroughly enough. That said I do believe you have the drive to be a Hedge Fund manager.

    Good luck
    Dec 13, 2013. 07:30 PM | 6 Likes Like |Link to Comment
  • Supporting David Van Knapp's Views On Popular Dividend Growth Stocks That Are Always Overvalued [View article]

    The Four Horsemen of Financial Success:

    Ben Graham
    Warren Buffett
    John Bogle
    Chuck Carnevale

    Ignore them at your own risk
    Oct 11, 2013. 07:59 AM | 6 Likes Like |Link to Comment