That’s it; I’m going 30% cash… maybe 50%! The market is too high. It just recovered to drop even further! Most stocks are overvalued; Consumers debt levels are ridiculous; It seems the same consumers are managing government debts because they keep borrowing more; Pension plans are still underfunded after such an amazing bull market. I’m going 30% cash and I’ll wait for the dip That’s what many investors said, right? Some started in 2015. Others followed in 2016 and 2017. …
Video of the Week: Buy When You Have Money in Hand – At The Right Valuation
Years of doing research, reading academic studies and working on portfolios (including mine) brought me to this set of rules that enables me to simplify my investing process. Principle 5 - Buy When You Have Money in Hand - At The Right Valuation One of the most debated questions among investors is definitely when is the right time to buy a stock. And as beauty is in the eye of the beholder, every investor has its own opinion. Let's see what metrics you should use for your stock valuation and …
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What Happens When You Hit a Correction As a Dividend Growth Investor? Nothing!
Everybody will agree that 2018 was an “annus horribilis” on the market. The year-end results haven’t been that bad with the S&P 500 total return of -4.38%, but the Ultra-Bear cult would rather remind us that the S&P 500 lost 19.2% between September 20th and December 24th (bear lovers always have the super power to identify weird dates and ignore dividend payments to prove their point, don’t you think?). On the Canadian market, the TSX shows -11.6% for the year, but if you use the …
Safe Stock Picks for 2019 & Happy Holidays!
It has been a busy month, but I can finally relax for a couple of weeks! We have rented a vacation property to celebrate Christmas with my sister-in-law's family. This will be awesome to watch all the kids running around the house! I wanted to leave you with a few good reads from 2018. At the bottom of this post, I also put together 6 safer picks for your portfolio during this market turmoil. Enjoy! 3 Rules to Pick High Yielding Stocks I decided to do extended research. I wanted to see …
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What The Last 5 Years Taught Me About Investing
I didn’t know it back then, but 2013 was a crucial year in my life. At that time, I had been the happy owner of The Dividend Guy blog for the prior 3 years (I bought it in 2010). While I was building my online business, I was also managing a portfolio worth over $100M for my wealthy clients. I remember that back then, many of my clients were nervous about the stock market. The 2008 crash was very fresh in their memories and we were already talking about Greece’s debt problem and a potential Euro …
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The Portfolio I Would Build if I Retire Today Part II
In my last article, I discussed the first steps to transform a retirement portfolio into a retiree’s portfolio. Today, I’m going to press fast forward on my current pension account and see what changes I would make if I was going to retire tomorrow. Let’s imagine for a minute that I wake up at the age of 64 and in 364 days I will retire and expect to live another 20. Let’s see what can I do to make my portfolio “retiree lovely”. Let’s start by looking at my current holdings… not retiree …
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