The wonderful magic of compounding returns that is reflected in the long-term productivity of American business, then, is translated into equally wonderful returns in the stock market. But those returns are overwhelmed by the powerful tyranny of compounding the costs of investing. - Bogle (The Little Book of Common Sense Investing) There is such an intense focus on what returns an investor earns that often one the most important aspects (other than asset allocation) of investing is ignored …
My Portfolio and Asset Allocation
Although I used to provide my full portfolio on this blog, values and all, I stopped doing it for two simple reasons: privacy and the illusion of a recommendation. First, it felt weird to publish my portfolio value and net worth to the world (not that the world reads this blog!) Second, I got the feeling that by publishing my portfolio a small number of people were considering it as a buy recommendation and were in fact copying it. That was wrong! Although I believe strongly in my investing …
Future Stock Market Returns
October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February. ~Mark Twain I love this quote because it really sums up the risks of speculating in the stock market. At the end of the day, I don't think there is any way to accurately predict what the stock market is going to return over the next X number of years.[ad#tdg-embedded] However, the investment industry …
20 All-Time Favorite Investing Books – Part 2
A few weeks ago I presented Part 1 of my favorite investing books. This is part 2 of that series and presents another 10 investment books that I have found great value from. There is a wide selection of investing books here - some are focused on dividend investing, some are more personal financed focused, and others are just plain ol' investing books. The point is that as individual investors, the only thing that will make us successful is education on our topic and it is important to read …
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At Least 25 Lazy Portfolios You Can Use
I invest in a hybrid between index funds and individual stocks. My dividend holdings are Canadian and Unites States companies with a history of increasing their dividends. The other portions of my portfolio are in various index funds covering asset classes such as global equity and fixed income. That being said, I am often the first one to say to most people that a a lazy portfolio is most appropriate for them. I love owning individual stocks, especially dividend stocks, but it takes a lot …
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How to Use Stock Screens and My Stock Screener Criteria
I like to use stock screeners to identify potential dividend stocks to invest in. I know there are many people who actually use stock screeners to mechanically invest in stocks, but that I not my forte. I find that I do not have the conviction to blindly follow a mechanical strategy. However, my purposes for running stock screens is to weed out from 1000's of available stocks to a very few that warrant further investigation.[ad#tdg-embedded] There are a number of stock screening services …
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