My wife tells me I am a procrastinator. She is usually referring to things like cleaning the bathroom or putting my glass in the dishwasher. I know I also procrastinate on other things, but I never procrastinate in two areas of my life. First, is when it comes to my kids. If they need my attention now, then they get it now. Same goes for my wife, except when it comes to housework. Second, is at my job. I used to procrastinate much more early in my career but have found much greater …
The David Swensen Asset Allocation Model
David Swensen is the famed manager of the Yale Endowment Fund and has been able to generate a 16.3% annualized return during his tenure as fund manager. No easy feat considering that most active portfolio managers are unable to even beat the market. I know I will never be the investor that Swensen is. His career is investing for the fund and spends each and every waking hour (at least working waking hour) thinking about how to invest the endowment fund's money. I have another job and …
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Top 100 Investment Lessons I Have Learned – Part 2
In part 1, I began the the very enlightening process of identifying the top 100 investment lessons I have learned. As an investor, and a divdend investor, I believe this has been a valuable exercise for me as it has highlighted the things that have worked and that I should continue doing. Here are the next 25 in my list of 100 lessons: 26. Stock tips received at a party should not be acted on unless you are drunk. That way you have an excuse for your stupidity! 27. Excel (or Numbers …
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Why I Allocate Part of My Portfolio to Small-Caps
As a dividend investor the individual companies I tend to hold are those big well established companies that have been around long enough to afford them the possibility and ability to raise their dividend each and every year. However, good portfolio performance dictates that these stocks do not make up the only part of my portfolio. As you know, I also use various index funds to create the core or foundation of my portfolio. A part of my asset allocation includes a small-cap component. I …
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Dividend Stock and ETF Holdings
The Google Doc listed below represents my current dividend stock and ETF holdings. As with all the information on this blog, this is not a recommendation to buy these securities. Depending on my asset allocation, I am either:[ad#tdg-embedded] 1) Using additional funds to buy more of the stocks or ETFs that are below my target asset allocation 2) Selling partial amounts stocks or ETFs that represent too much of my portfolio 3) Keeping things status quo and doing nothing Disclaimer: …
A Dividend Yield Screen with High Growth
I like to use my copy of the Stock Investor Pro from AAII to identify potential dividend investments. Recently I was using the software to screen for dividend stocks with a relatively high yield while providing strong growth at the same time. This can often be an investment-oxymoron as higher dividend stocks tend not to be the ones providing the stellar growth that can provide nice stock-price returns. That being said, here is a screen I recently put together that has a good dividend yield, …
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