The Dividend Guy

I am a visual type of guy and like to see things in either hard print or digital data right in front of me. I have two portfolio goals I have set for myself - one is a short-term goal (link) and the other is a long-term (link) goal. To see how I am tracking to these goals I have created a nifty little Microsoft Excel chart that shows presents me with a cool vidual representation of where I am at in relation to each goal. It was very easy to set up and have outlined the steps below to do this …

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It has become very clear to me over the past few weeks that the biggest benefit of a tax deferred account such as a RRSP (Canada), pension plan or a 401K (U.S.) is NOT the tax benefits. It is also not the employer match programs that sometimes comes with them nor the flexible investment options within the plans. These are all great benefits, but in my mind they are not the most important. The most important benefit of these tax deferred accounts is that they lock up your money for a long time …

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As many of you may already know, there is an index product put out by the same company that does the world famous S&P 500 that is focused exclusively on companies that have followed a managed-dividends policy of consistently increasing dividends every year for at least 25 years. It is called the S&P 500 Dividend Aristocrats a very elite list of companies and is one of the first places I go when I am looking for stocks to invest in. Every year the company updates the list by removing companies …

Continue Reading about Some New Additions to The S&P 500 Dividend Aristocrats