The Dividend Guy Blog

Unconventional Lifestyle and Dividend Growth Strategy

Investing Strategy

Should Your Holdings Reflect Your Values?

Investing Strategy, Principles

Source: author’s picture With it being Thanksgiving in the U.S. today, I thought of writing an article to make us all think about our actions. I’m going tell you upfront: I’m divided about this topic. As an investor, I sometimes forget the overall impact of my actions. After all, the very first thing I’m interested in is making money. The reason why I invest money is obviously to use this vehicle to get richer, to reach my financial independence, and to retire wealthy and …

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Trading on Hope is a Bad Thing; Look at What Happens to GE

Dividend Growth, Investing Strategy, Principles

I am telling you upfront, this is not the 147th article about GE and its restructuration strategy. However, I will use this example to discuss a fundamental lesson about investing. Trading on hope is a bad strategy. Without a strong investment thesis, buying a stock in the hope that the company will turn on the heat and become a leader again is rarely a good move. At the beginning of the year I listed the reasons why I think General Electrics (GE) is a bad investment. Many investors told me I …

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Should You Pay for Investment Services?

Blog, Investing Strategy

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 …

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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. …

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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. …

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A Month Later, I Have Invested 76K Already

Blog, Dividend Growth, Investing Strategy, Portfolio Building

Not too long ago, I told you I had 108K to invest in the stock market. If you didn’t follow me through summer time, I received this money when I quit my job to work full-time on my investing websites. This money was what my pension plan was worth and I decided to take it with me instead of leaving it for a small pension. Many of you told me I should be patient and that I should wait for the next market crash. Fair point: we are at the summit of a bull market, and there is no other way to go …

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