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Dividend Growth Investor

I will share my journey with you on my quest for achieving an increasing dividend income stream from stocks with above average dividend growth, which consistently increase their distributions over time.
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Eight Dividend Growth Companies Rewarding Shareholders With Raises Last Week

The US Stock Market is one giant dividend growth machine. What is truly remarkable is that the record of dividend payments by US corporations heavily favors rising dividends over declining dividends, almost irrespective of prevailing business conditions. You can see how annual dividends on S&P 500, which is used as a barometer for the overall health...

Mon Oct 14, 2024 12:02
Warren Buffett and Strategy Diversification

Many investors discuss Buffett on diversification, and conclude that he ran a "concentrated portfolio"This is missing the nuance that he was diversified in terms of strategies he followed, especially in his early years. The best investors in the world tend to build their investment records by following a multi-strategy approach. Buffett is no exception,...

Fri Oct 11, 2024 00:23
Five Dividend Growth Companies Raising Dividends Last Week

I review the list of dividend increases every week, as part of my monitoring process. It's helpful as one of the things I use to review how existing holdings are doing. It's also helpful to potentially add new companies on my radar for further research.I typically focus my attention on companies that have managed to increase dividends annually for at...

Mon Oct 7, 2024 14:05
I am a big fan of diversification I dislike terms such as "conviction" and "concentration" I do not know what my best ideas for the next 30 years are going to be Most people do not know either I do know that I will be right only on about 40% - 60% of my business selections Hence, I try to diversify. I also try to follow a sound business selection and risk management process. I try to allocate an equal amount into each company I select, which limits my risk. This in a portfolio of 50 companies, I would risk 2% per position.  If I am wrong about a company, the most I can lose is 2% in this scenario. However, I rarely sell. Hence, my portfolio would likely end up concentrating itself in my "best ideas" about 10 - 20 -30 years from now.  Those best ideas would likely help pay for the ones that didn't work out. And they would likely help propel the portfolio income and intrinsic value forward. In general, a diversified portfolio would have its fair share of winners and losers. It's hard to predict those in advance. However, by following a sound process of business selection (fundamentals and valuation) and a sound risk management process, the investors stands a chance of reaching their stated goals and objectives. That process can pay rising dividends for the future retiree My goal is to generate enough in dividends to pay expenses, and for them to grow above the rate of inflation So I look at it from that perspective If I get a dividend suspension in a 20 stock portfolio, the hit would be larger than in a 50 stock portfolio. In the first place, I need a roughly 5% increase from the other companies to get back to "even" in income  In the second place, I need only a 2% increase from the other companies

I am a big fan of diversification I dislike terms such as "conviction" and "concentration" I do not know what my best ideas for the next 30 years are going to be Most people do not know either I do know that I will be right only on about 40% - 60% of my business selections Hence, I try to diversify. I also try to follow a sound business selection and...

Thu Oct 3, 2024 06:15
Six Dividend Growth Stocks Increasing Dividends Last Week

I review the list of dividend increases each week, as part of my monitoring process. This exercise helps me monitor existing holdings and potentially identify companies for further research.Dividend increases offer a good gauge for management's opinion on near terms business conditions and their affect on company cashflows. As a result, dividend increases...

Mon Sep 30, 2024 18:25
Diversification

Some people out there want to beat the market.As a result, many try different things, in order to achieve their goals and objectives.One of these things they try centers around concentrating portfolios. The book "The Warren Buffett Portfolio" has some interesting stats on the subject.They isolated 1200 companies that displayed measurable data, including...

Wed Sep 25, 2024 11:44

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