Blog Archives - Page 96 of 170 - The Dividend Guy Blog

Should You Pay for Investment Services?

Nope, this is not some kind of fake post to push my service down your throat. It is a real article discussing why you should or should not pay for investment services. You already know that I have a membership service and that I might be biased about this topic. But I don’t think I am. I’ve worked in the financial industry for 13 years and advised clients as a financial planner for 8 years. During all those years, I’ve had an ongoing discussion with my best friend about investment fees. His …

Continue Reading about Should You Pay for Investment Services?

October Dividend Income Report

Blog, Dividend Income Report

Am I really doing this? After explaining why I dislike dividend income reports, I’m jumping on the train… But I decided to do it for one specific reason: I want to track my performance from scratch. In September, I started investing 100K in the stock market. This is the result of the commuted value of my pension plan. To be honest, I still don’t care about my monthly or quarterly dividend income. For me, tracking the money I receive in my brokerage account still has no value. However, I thought …

Continue Reading about October Dividend Income Report

Has your advisor called you recently?

Blog, Market Frenzy, Portfolio Building

The market is going up, you are making money; everybody smiles. I’ve worked in the financial industry for over a decade and this situation has struck me: when my clients were making money, they didn’t want me to call them. I’ve received one call from a client once telling me it wasn’t normal to make that much money in a short period of time. He invested 250K in November 2008 and was calling me during the summer of 2009… you can imagine what his 250K looked like back then… caching! During bull …

Continue Reading about Has your advisor called you recently?

How Many Stocks Should I Hold for a 100K Portfolio?

Blog, Investing Strategy, Portfolio Building

Not too long ago, I’ve shared with you my pension holdings. I’ve received $108K as the commuted value of my pension plan in September and I’m currently in the process of investing the whole amount in equities. So far, I have 14 positions for 76K invested for an average of $5.4K in each holding. At this pace, I will buy 6 different stocks and complete my portfolio with a total of 20 holdings. This was the plan how along: I think investing in 20-22 stocks for a 100K portfolio is the best strategy. …

Continue Reading about How Many Stocks Should I Hold for a 100K Portfolio?

An Investor Guide for When the Crash is in Your Rear Mirror

Blog, Dividend Growth, Investing Strategy, Principles, Stock Selection

Not another article about the market going to crash? Don’t worry; I’m not going to tell you what you already know. I’m not the kind of guy who is passive and cry while waiting. There is an absolute truth that comes with each bull market: it will hit a wall. Market corrections happen all the time. They are especially brutal when it’s been a while. It’s like that time at the party where you thought you could handle a whole bottle of Jack Daniels because you were drinking slowly through the night. …

Continue Reading about An Investor Guide for When the Crash is in Your Rear Mirror

Quitting my job – Where I am at after 3 months

Blog, Personal Update

July 1st 2017 was the first day of my new life. I quit a 100K+ job in the financial industry and decided to live on my own terms. No more bosses, no more working hours, no more suits & tie. Now, this all sounds like a marvelous dream, but what really happens once you quit your job? Do I get to wear my favorite pajamas until noon each day? (hum… that’d be nice!) After a little over 3 months into this new life, I’m giving you my takeaways today. If you are not passionate about your job …

Continue Reading about Quitting my job – Where I am at after 3 months