Dividend Growth Investing with European DGI [Podcast]

European DGI shares much in common with Mike: a long-term perspective, a clear investment strategy, and a focus on the investment thesis. Still, a similar investment strategy can be interpreted differently; this episode has concrete examples. Here’s an exciting chat between two passionate investors on Dividend Growth Investing and some of their favorite picks.

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You’ll Learn

EDGI started investing in 2014 and already has about 45% of his expenses covered by dividend income. All this was triggered by a calculation tool and the desire to quit the rat race.
European DGI experienced poverty during childhood, shaping his view of life and happiness.
Mike wonders what’s EDGI savings rate and how he deals with it during high inflation and high-interest times.
EDGI describes one of his favorite stocks, ASML, and shares its competitive advantages and risks.
Mike and EDGI share their views on Intel (INTC) and the reasons to sell a stock.
An investing mistake led European DGI to write an investment thesis for each of his holdings. He also developed an exciting way to review his portfolio annually by writing a letter to his shareholders: his family.
Measuring organic growth from his portfolio made EDGI learn great lessons that give him a clear picture of where he’s at with his goals.
EDGI and Mike see similar traits in their portfolio classification: one divides it by tiers, and the other uses categories. In both cases, it helps assess and manage risk in one’s portfolio.
Mike asks questions received from Twitter followers: Dividend Talk, Brandon, Marco, and Jeff. These lead them to discuss their favorite stocks: ASML, ADRNY, ATD.TO, Canadian Banks, and the number of holdings in EDGI’s portfolio.