It is the most popular rallying cry for self-directed investors in Canada and the U.S. – I plan to “live off of the dividends”. Or in retirement – “I am living off of the dividends”. The notion leaves money on the table in the accumulation stage and living off of the dividends leaves a lot […]
Not so affordable real estate and rethinking retirement on the Sunday Reads.
A popular blogger might be behind on early retirement plans. Asset managers continue to rethink retirement funding models with the modern tontine. I look at not so affordable real estate for MoneySense. Everybody’s quitting, or quietly quitting. Fritz goes for a swim, and the bulls and bears duke it out in an eclectic Sunday Reads. […]
Building the retirement stock portfolio on the Sunday Reads.
It was a long time in the making, but I recently finished and posted the stock portfolio for retirees, on Seeking Alpha. It uses an all-weather portfolio approach but only puts stocks to work. Stocks are arranged by sector to perform in certain economic environments. Stocks and REITs will have to step up to do […]
How many stocks is enough? That and more in the Sunday Reads.
Enough already. It is a common question. How many stocks is enough? That question was asked and answered this week. There are studies that show that most of your diversification needs can be reached with 12 stocks. And that goes for diversification among one stock market or region. And certainly we’d have to pay attention […]
Building the retirement stock portfolio.
How do you build a suitable retirement portfolio, made of stocks? I gave that a go this week on Seeking Alpha. That may lead to a greater debate about ‘can you really build a suitable retirement stock portfolio?’ I’d say that yes you can, but we have to cover off all of the bases (economic […]
Everybody’s guessing on the Sunday Reads.
There’s a common event I keep witnessing. Everybody’s guessing. And that is, the stock markets and bond markets keep guessing and take the liberty to change their mind(s) as well. We’re in an economic transition period. And we simply don’t know in which economic regime we will land. But the markets keep guessing based on […]