Quarterly update of our Very Short List (stock watchlist) with 5 new companies and quite a few deletions. Also includes some “hangers on” that require extra diligence. See what we are watching and get the short reasons why.
Dividend Collector helps near retirees and retirees manage risk, collect income and have some growth to boot. Designed for equity like returns, but with a balanced portfolio risk profile.
This vital service is a key to a low stress and enjoyable retirement. Here we discuss asset allocation and stock picks to help you survive as the global economy rapidly shifts.
Summary This is my personal portfolio. Its purpose is supplemental retirement income through a relatively safe, growing dividend stream.Q1 began with 21 holdings. No positions were closed and 3 new positions were added, ending the quarter with 24 companies.Additions: Home Depot, Healthcare Trust of America and Prudential Financial.The gain for […]
There is a dramatic shortage of homes right now just as we are likely to add millions of immigrants. Also, there are hundreds of neighborhoods that need massive rebuilds. This homebuilder is poised for big total return in the 2020s.
A large hedge fund was subject to massive margin calls that drove two excellent stocks from great companies down over 50%. These are unique opportunities. A quick refresh reminds us why these stocks were on the VSL. One is a buy for any investor, including dividend investors, the other is appropriate for aggressive accounts as it is now a takeover target.
Quick thoughts on a developing market correction and a possible 2015-16 scenario playing out. Choppy markets. Bifurcation. 1-2 years of indexes in a tight range. Free Library Card required.
Stocks of the Week. Our top stocks and what to do with them now. Buy, sell, trim, add. Sustainable Growth membership or higher for access.
A brief introduction to four sustainable energy utilities. These companies may offer the fastest growth and dividend growth for retirement investors. A way to be on the right side of secular trends and collect income along the way. Dividend Collector or higher membership.
Keeping our focus focused, I have been digging into our Very Short List – our focus stocks – and pruning a large tree or old ideas, bad ideas and mostly ideas where the thesis changed due to Coronavirus running up debt and running down growth for certain companies. Read this important piece on how we are getting rid of commies, oil, laggards and zombies. Sustainable Growth of higher membership required.
Covering 2 complex utilities that are worth the effort to learn. Dividend growth opportunities in a changing world. Both utilities have histories of generous dividend increases, though for at least one of them, future increases will not be automatic. Dividend Collector or higher membership.
If you want a full game plan for what to buy on a correction, here it is. ETFs, stocks, SPACs everything we are focusing on if we get a September like correction or worse. Become a member today if you aren’t. This long form post will make all your money back for years worth of membership.
Our Plug & Play ETFs are built on the premise that Asset allocation drives 50-90% of volatility, risk and returns so focus on asset allocation by sector, industry and nation above all else, with a core position in ETFs. For all paid members from Global Trends ETF to RARE.
A quick look at the macroeconomy, the Presidential Cycle, Joe Biden’s strategy, making money in SPACs as zombies die, oil is still doomed and tech is still king. Great summary read for members.
3 REITs from our very own Dividend Sleuth. Companies that can pump out income and grow too. Lower risk, strong total return. Members of Dividend Collector, Retirement Income Options and RARE.
12 dividend stocks that are must owns on a correction. Each one has something that the market is missing. One is simply among the 10 best companies in the world and comes with government backing. 6 of the 12 are REITs across 4 industries in the REIT space. Sign-up for Dividend Collector or higher for access.
We bought Invesco around $15 and around $10. We are taking 30-100% profits today on overbought conditions and less appreciation potential. Invesco is a good company, but we do not see it having a high likelihood of a double or triple from here, which is what we look for over 2-5 year cycles. Dividend collectors may elect to keep a small stake given the large dividend.
Summary Dividend investors naturally consider utility companies for an income portfolio, particularly investors in or near retirement.Investors in regulated utilities receive a measure of dividend safety but usually give up the potential for explosive growth.Here are brief snapshots of six utilities, one of which is being added to one of […]
Summary The stock market is in a 3rd standard deviation of being overvalued.Low interest rates are a justification for some of the historic overvaluation.Federal Reserve produced excess liquidity is not infinite, but it is sufficient to fuel the rally for now – any pullback in excess liquidity would be met […]
Retirement Life Growth & Income uses a base ETF allocation and dividend stocks to generate a total return for retirement living. This strategy is meant to be used for an entire portfolio. Our mission with RLGI is to provide equity like total return with less risk than the stock market as a whole.
Invesco seems to be doing everything right by getting on the right side of the big trends. Will its acquisitions work out and is it a buy though?
Kinder Morgan has two little talked about cash flow catalysts that investors should pay attention to. Also, Richard Kinder now owning over a quarter billion shares is about as pro shareholder as it gets.