Investing Strategy Archives - Page 29 of 60

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

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 …

Continue Reading about A Month Later, I Have Invested 76K Already

Do You Have Any Misfit Stocks in Your Portfolio?

Blog, Investing Strategy, Principles

From time to time, I participate to the Seeking Alpha Dividends & Income Digest roundup. This is a weekly article gathering various authors where they are all asked the same question. Last week, I’ve been asked if I had any misfit stock in my portfolio. While my original answer is part of this post, I had more to say on the topic. In fact, I think this topic reaches more DIY investors than we think. What is the point of having stocks that don’t fit your strategy? Hum… it sounds like asking …

Continue Reading about Do You Have Any Misfit Stocks in Your Portfolio?

Why do You Care So Much about Valuation? Who Are You to Say its Overvalued?

Blog, Investing Strategy

I’ll get to this chart in a moment, but first, I want to chat with you about a very important topic; stock valuation. It has struck me lately, regardless the company I look at, there is always an “expert” ready to tell me it’s overvalued. As an example, I recently bought shares of Texas Instruments (TXN) and wrote about it on Seeking Alpha. In this article, I used the Dividend Discount Model (DDM) and calculated a fair value at $113.25 while shares currently trade at in the low $90’s. This …

Continue Reading about Why do You Care So Much about Valuation? Who Are You to Say its Overvalued?

3 Lessons I Learned from Running a Half-Marathon That Are Applicable to Your Investment Strategy

Blog, Investing Strategy, Personal Update, Principles

On October 1st, I completed my first half-marathon. I don’t consider myself a “runner” per se. I do enjoy running 6km under 30 minutes. It helps clearing my head and it gives me the kind of energy I need to go through my hard days of work. However, there is a world between running 6km and 21km! During my RV trip across Central America, I decided to register to a half-marathon in order to achieve another personal goal; I wanted to go outside my comfort zone once again. I had exactly 3 months to …

Continue Reading about 3 Lessons I Learned from Running a Half-Marathon That Are Applicable to Your Investment Strategy