jerryrun9

jerryrun9
Send Message
View as an RSS Feed
  • Why Confirmation Bias Is A Portfolio Killer  [View article]
    Great read. Anyone who dismisses confirmation bias 100% is kidding themselves.
    As others have suggested, this s/b required annual reading for SA members.
    Jan 15, 2016. 07:45 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Diversification: A Deeper Look At My DGI Portfolio  [View article]
    Chowder,
    Agreed. Everyone's comfort levels are different.
    Also, it's nice to see I own some of the same companies as you.
    Sep 18, 2015. 06:16 PM | Likes Like |Link to Comment
  • Dividend Growth Diversification: A Deeper Look At My DGI Portfolio  [View article]
    Many studies have shown that the benefits of diversification decrease significantly once you hit 15 - 20 companies.
    So, if diversification is you primary reason for holding so many companies why track 50 when say 30 will more than do?
    Sep 18, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Dividend Growth Diversification: A Deeper Look At My DGI Portfolio  [View article]
    Eric,

    Thanks for the article, good read.
    As others have mentioned above, you should consider:
    - Consolidating some of your portfolio. Staying on top of 50 companies requires a lot of work and you have already mentioned your limited time for research.
    - Consider adding some JNJ to your portfolio. I was surprised to see a DG portfolio with 50 companies, but without JNJ. You also wrote that you were a bit light on healthcare anyway.

    Long JNJ.
    Best of luck with your investing.
    Sep 18, 2015. 07:56 AM | 1 Like Like |Link to Comment
  • Paradise Fund - My Pathway To The Ultimate Luxury, Financial Independence  [View article]
    DP,
    Welcome to SA, I too enjoyed reading your article.
    I agree with your thoughts on BP. The risks are many and past performance has been poor - but what's that saying about investing while there's blood in the streets?
    Best of luck with your investments.

    Long BP, XOM.
    Aug 13, 2015. 12:13 PM | 2 Likes Like |Link to Comment
  • Exxon Mobil - Additional Pain Ahead For Energy Investors  [View article]
    Alex, thanks for the article you make some good points.
    However I believe the primary thrust of this article, and many of the comments so far, revolves around predicting the ST fate of oil stocks - based on the ST fate of energy prices. Useful info. for traders, but not so for LT investors.
    Predicting ST stock prices is a game I refuse to play.
    I'll leave that for CNN and just collect my growing dividends!
    Aug 10, 2015. 06:42 PM | 3 Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: S_Belton12  [View article]
    277
    I hear you loud and clear. In the early stages of building my portfolio, I simply reinvested my dividends back into the same stocks. Most trading platforms will do this for you and charge no fee for the service.
    Later, as the dividend checks grew, I began accumulating my dividends as cash until they totaled say $1,000 - $2,000. Then, I could go shopping with the knowledge my trading fees were now in the 1% range - or less.
    Just an idea.
    Aug 8, 2015. 07:58 PM | 3 Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: S_Belton12  [View article]
    RS
    Let me also thank you for another fine article which has spurred a lively comment stream.
    I find myself firmly in the Chowder camp. It's a market of stocks. When a company I like goes on sale, I pull the trigger if after sufficient DD my thesis remains intact. With all due respect, is 20% some sort of magic number?
    Why not wait for a 25% or 30% decline?
    The one finite resource each of us has is TIME. That's why.
    Now I cannot call a stock or market bottom any better than the next investor, so I always layer into a position over time to reduce risk and I recommend other investors do the same.
    Aug 8, 2015. 05:32 PM | 3 Likes Like |Link to Comment
  • Exxon Mobil: Best Long-Term Bet In Oil  [View article]
    JM
    Thanks for the analysis of XOM. I enjoyed the read.
    As a new investor in XOM, I do expect more ST volatility, but plan on holding for the long term so I will pay little attention to the noise.
    While confident in my recent decision to buy XOM here, I will layer into my position over time to reduce risk. I recommend others who are interested in increasing their stakes do the same.
    I'd be interested to hear your thoughts on BP compared to XOM; I hold a small position here as well. Jerry
    Aug 8, 2015. 04:59 PM | Likes Like |Link to Comment
  • Buy And Hold Vs. Selling Shares: A Study Of Capital Preservation Methods Within A Dividend Growth Portfolio  [View article]
    Nicholas,
    Thanks for your contribution, I enjoyed reading it.
    While I agree in general with the idea of at least trimming overvalued positions, the problem comes when you ask "overvalued according to who?"
    While each of us may have ultimate confidence in our own valuation techniques / philosophies, so does everyone else.
    No one can know for sure so ultimately each of us must do what works for them.
    Jul 23, 2015. 11:20 AM | Likes Like |Link to Comment
  • Measuring The Success Of Your Dividend Portfolio  [View article]
    David, thanks for another thought-provoking article.
    I believe your assumption that many of us DG investors on SA are also subscribers to Josh's newsletter is an accurate one. (count me in)
    Along the spectrum of DG strategies, I fall closer to the total income approach like yourself. I imagine Josh must stay somewhat focused on TR in order to secure a larger newsletter following.
    Regardless, it is reassuring to see you & Josh agree on so much when it comes to DG strategy.
    Jul 5, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • With A Yield Over 5%, Take A Long Look At Philip Morris  [View article]
    Hale,
    You bring up dividend safety as the investor's most important consideration re investing in PM but then you didn't elaborate.
    I'd like to hear your opinion on PM's dividend safety, considering the stiff currency headwinds it is now facing.
    Thanks for the article.
    Long PM.
    Mar 19, 2015. 07:58 AM | Likes Like |Link to Comment
  • Nothing But Net Lease REITs: March Madness Has Arrived  [View article]
    Brad,
    Very entertaining article, with a dose of wisdom thrown in.
    I has guessed the winner - O - from the start. Let's hope I'm that fortunate with my NCAA picks!
    Long O. Jerry
    Mar 13, 2015. 08:24 AM | 1 Like Like |Link to Comment
  • People Are Buying Johnson & Johnson, But I'm Not Just Yet  [View article]
    On2Freedom,
    Well written article with an abundance of data supporting your position.
    I agree with your overall conclusions - JNJ is a wonderful company but somewhat overvalued at this time, in my opinion.
    While I certainly would not back up my (small) truck at this point, why not hedge your bets by reinvesting the dividends? I was lucky enough to purchase most of my JNJ position a few years back in the 60's but I have been reinvesting the dividends ever since. Then you can average down your cost basis by adding more meaningful amounts to your position on any pullbacks in price.
    The one finite resource each of us has is time.
    Do not let too much of this resource be consumed while trying to eek out a few extra percentage points of return.
    Long JNJ.
    Best of luck.
    Feb 28, 2015. 09:24 AM | 1 Like Like |Link to Comment
  • How Much 'Extra' Return Are You Getting If You Reinvest Dividends?  [View article]
    David,
    Another excellent article, thank you. Your use of charts and graphs really drives home your point. The age-old debate of where to reinvest one's dividends will continue but IMHO always comes down to personal goals and preferences.
    Jan 27, 2015. 09:56 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
88 Comments
98 Likes