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bnor

bnor
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  • Lessons Learned From The Grand Canyon [View article]
    "Zion is mostly looking up..." so true, unless one hikes up to Angel's Landing. I've spent hours just sitting and looking down at the canyon from there but one must be comfortable with heights and the workout to get up there. Not nearly as vast as the Grand Canyon but more personal.
    May 22, 2015. 11:15 AM | 2 Likes Like |Link to Comment
  • Publicly Traded Partnerships - U.S. Taxation For Limited Partners [View article]
    Line-by-line coverage of Part III would have been a valuable addition, length notwithstanding. I don't have a specific question, however.
    May 11, 2015. 11:40 AM | 1 Like Like |Link to Comment
  • Dale's Super 7 Dividend Aristocrat And Achievers Portfolio Core [View article]
    Dale, you sly dog, evolving your strategy. Agree with previous posters: very clear, simple, doable... and makes a lot of sense. I see VIG still listed in your Disclosure. Once you are fully invested in the VIG-skimmed stocks, do you still plan to hold it?
    Apr 23, 2015. 07:53 PM | Likes Like |Link to Comment
  • The Blackstone Group L.P.: Why This 8% Yielder Belongs In Your Income Portfolio [View article]
    The BX 2014 sample K-1 was based on 10,000 units (~$400K at current price) and generated just $1,711 of UBTI.
    Apr 13, 2015. 11:15 AM | 8 Likes Like |Link to Comment
  • The Blackstone Group L.P.: Why This 8% Yielder Belongs In Your Income Portfolio [View article]
    BX 2014 K-1s were available mid-March.
    Apr 13, 2015. 11:12 AM | Likes Like |Link to Comment
  • Several Dividend ETFs Slash Their Dividends By Up To 22% [View article]
    Personally, I don't give a hoot about the ups and downs of investment income on a month-to-month basis because I am not riding that close to the pay-as-you-go line. I do chart my total monthly investment income in Excel, display it in a graph, and note that each December has a HUGE spike due, in large measure, to the capital gains in my equity mutual funds which comprise about 40% of my portfolio—the rest is individual dividend growth stocks and bond OEFs/CEFs. Varying levels of these cash-flows trickle in to my 3-4 year cash reserves from which I draw. The rest is reinvested.

    Judging from the comments, dependable monthly or quarterly dividends are important to many investors to fund their expenditures or peace-of-mind, but it is not the driving force for everyone. This isn't to toot my own horn but simply to voice another strategy to meet goals.
    Apr 8, 2015. 08:41 PM | 1 Like Like |Link to Comment
  • Duff & Phelps Global Utility Income Fund: Bought Back 50 Of 163+ Shares Recently Sold In Roth IRA [View article]
    I own a small amount of DPG but am not adding until after rate-hike carnage strikes. Similar story for my other utilities, eREITs, and bond CEFs.
    Mar 27, 2015. 11:11 AM | Likes Like |Link to Comment
  • Why Buy A CD When I Can Buy W.P. Carey? [View article]
    WPC's dividends are mostly non-qualified as shown on its website: http://bit.ly/1CvtCKJ. I own it inside my IRA and bought it before it converted to a REIT and still issued K-1s. Great company.
    Feb 4, 2015. 11:53 AM | 2 Likes Like |Link to Comment
  • Should I Have High Yield (Junk) Bonds In My Portfolio? [View article]
    Vanguard High Yield is actively managed, not an index.
    Dec 28, 2014. 10:15 AM | 2 Likes Like |Link to Comment
  • AmeriGas Partners And CrossAmerica Partners: Pull These Babies From The Bathwater And Put Them In Your Portfolio [View article]
    The $1,000 applies to UBTI, Unrelated Business Taxable Income, not distributions. In 2013, APU generated negative UBTI, so not an issue.
    Dec 20, 2014. 02:27 PM | 2 Likes Like |Link to Comment
  • Must Bond Investors Fear Rising Interest Rates? Insights From 1958 To 1982 [View article]
    Thanks for the broader perspective and context to Treasury bond behavior. There is a lot of unthinking chicken-little squawking out there.
    Dec 4, 2014. 02:00 PM | Likes Like |Link to Comment
  • Dividend Growth: Seeking Alpha Style Vs. The Professional [View article]
    Dale, you are always the first author I read. Judging by the number of recent articles criticizing VDIGX as a result of one of your earlier articles, I am certainly not the only one who pays attention to your work. I especially support your call for civility in discourse. There's room for everyone at the table. My own portfolio is 28% individual "traditional" DGI stocks, with the balance in active OEFs (including VDIGX), CEFs (equity and credit), bonds, and cash. But I'm the last person to say, "I have discovered THE way."
    Nov 25, 2014. 11:10 AM | 1 Like Like |Link to Comment
  • What Likely Happened To Dividend Growth Retirees In The Recessions [View article]
    As the author stated, "it might be fair to create a portfolio that experienced a disruption of 20% of the total portfolio." WFC was chosen for that job. $200,000 is 20% of a $1M portfolio.
    Oct 22, 2014. 10:57 AM | 3 Likes Like |Link to Comment
  • Costco: Time To Get Going [View article]
    Glad you made the distinction between investment and product/service. A similar argument can be made for nearly every company, for example, the tobacco industry.
    Oct 19, 2014. 10:01 AM | Likes Like |Link to Comment
  • The Market Is Dropping Will Dividends Hold Up [View article]
    Bob, thank you for an article that explores a risk that seems to get little air play. A form of recency bias may be at play among some DGI adherents. DGI is a valid strategy (I lean in that direction) but everything has a downside and it's best to know it upfront.
    Oct 17, 2014. 01:34 PM | 1 Like Like |Link to Comment
COMMENTS STATS
27 Comments
34 Likes