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: …
Top 100 Investment Lessons I Have Learned – Part 1
What I like the best about investing is that it is a never ending learning experience. Every time I turn around I have learned something new and will have become a better investor because of it. That being said, I just went through a bit of a process for the purposes of my blog to come up with the top 100 investment lessons I have learned to this point. I am going to break this up into 4 parts, with the first 25 in this post.[ad#tdg-embedded] 1. Asset allocation is more important than …
Continue Reading about Top 100 Investment Lessons I Have Learned – Part 1
Do High Yield Stocks Mean Lower Returns?
It is a common understanding among dividend investors that high yield stocks typically have meant lower capital gains than lower dividend yield stocks. The thinking is that very high yields signal trouble with a company that ultimately leads to lower stock returns. A recent American Association of Individual Investors (AAII) article from May 2009 (subscriber status required) provided some interesting research that show that is not always the case. In fact, they show in their research that …
Continue Reading about Do High Yield Stocks Mean Lower Returns?
Manager vs. Index Funds: Who Wins
As a Kiplinger's Personal Finance - Subscription holder, I often find good snippets of information. If you weed through the advice to buy mutual funds then it can be very helpful. Recently there was an article about the actively managed mutual funds versus index funds and a discussion on who wins. Once again, index funds came out on top.[ad#tdg-embedded] In the following image, the results are pretty clear. Over all periods of time, a relatively small percentage of actively managed funds …
Benjamin Graham’s The Intelligent Investor
The following is a guest post by Saj Karsan of Barel Karsan, a site dedicated to finding and discussing current value investments.[ad#tdg-embedded] Warren Buffett calls Benjamin Graham's The Intelligent Investor "by far the best book on investing ever written". (A chapter-by-chapter summary of this book is available here.) Buffett studied under Graham while enrolled at Columbia Business School in 1950. The most important idea that Graham put forth in his teachings was the concept of a …
Continue Reading about Benjamin Graham’s The Intelligent Investor
Recession, Shopping, and Investing
This will be a quick post, but I could not go without sitting down and writing it for the blog. I have been in London, England for the past week on some business and during the evenings I did a lot of walking around the major tourist and shopping areas. It was very hard not to notice, but if there is some sort of global recession going on then no one told that to the millions of travelers, Londoners, and especially shoppers. Every store I went into there were not only many people looking …
