Seeking Alpha is the most read investment site on the web. Dale Roberts writes on Asset Allocation, Index investing and Index-skimming, Dividend Strategies and Retirement. He has over 12,000 followers. Join them.
Read some of Dale’s 300 articles on Seeking Alpha.
Here’s the latest on Seeking Alpha.
A look at our U.S. stock portfolio, created in early 2015. It underperformed in 2023, but the longer term market beat is intact.
Berkshire Hathaway is back to beating the market. That is the largest position in my wife’s accounts.
If one is worried about the valuation of U.S. tech and the U.S. market, here’s building the U.S. stock portfolio in 2023. The conviction picks actually outperformed from June, without any of the Magnificent 7.
A look at the Crazy 8 U.S. stocks in my retirement portfolio. They taught the market a lesson from 2020 – when the world changed.
Given the inflationary environment, it was no surprise that earnings and dividends and real asset (inflation fighters) delivered in 2022.
How to position your portfolio for 2023 if the soft landing narrative is right.
And on the oil and gas front – the ridiculous dividend growth from oil and gas stocks.
By popular demand, a look at our U.S. and Canadian stock portfolio. It beats the market in the U.S. and Canada, and with much lower volatility.
You can greatly increase income and it’s easy to manage the risks.
This may turn out to be the most important series I write for retired (or almost-retired) folks. How to build an all-weather retirement portfolio with stocks …
And then here’s the post with the U.S. stocks for retirement. The post includes the individual stocks and allocation per sector.
And for those who want the ease of ETFs …
An personal portfolio update post …
Surprisingly, this post was number one on the Seeking Alpha reader board for several hours.
I took the opportunity to introduce U.S. readers to the Beat The TSX Portfolio. A simple stock selection process that beats the Canadian market by some 2.5% annual (over the decades).
I’ve updated the returns for our U.S. stock portfolio. The core dividend achievers have outperformed the market (while delivering less volatility) by 1% annual. My 3 picks have beat the market by 6% annual.
Our dividend growth tech basket. Borrowed from the dividend achiever index in 2015.
A 2022 version of the all-weather portfolio that’s ready for any economic surprise or change in economic regime. There is something always working. For U.S. investors …
And here is the returns for our U.S. stock portfolio. In early 2015 I skimmed 15 of the largest cap Dividend Achievers. We also have 3 stock picks in the mix.
We hold 27 Canadian and U.S. stocks, they had a perfect dividend record through the pandemic. Every company has increased its dividend or announced a dividend increase.
How to go one better than the Dividend Aristocrats, the Granddaddy of dividend growth investing …
Here is an update of our simple but effective market-beating U.S. stock portfolio …
And previously on the US and Canadian stock portfolio watch …
Our US dividend portfolio was designed in the hope of better risk-adjusted returns. It’s been more than that …
And the US portfolio quarterly update.
I wondered if our tech basket of stocks was an underperformer compared to the Nasdaq 100. I was more than pleased to run that chart …
A look at our US stock holdings. 15 Dividend Achievers and 3 picks by way of Apple, BlackRock and Berkshire Hathaway. A meaningful beat of the market …
I’ve looked at US sector performance through major stock market corrections. Once again, the best performing sectors come through in the COVID crisis …
We hold a healthy position in Berkshire Hathaway as a risk management strategy. Warren Buffett (the world’s greatest investor) was sitting on $130 billion in cash, just waiting for a market correction. And yet …
An update on our 24 Canadian and US dividend stocks.
Watching the virus and connecting the dots to the business sectors leads to this …
Here’s a look at what I call The Widest Moat Portfolio. The sectors are also set up very well for the economic New Normal. Canadian stocks …
And a look at the our US Dividend Appreciation Portfolio. 15 index skims from early 2015.
My most-read article on Seeking Alpha, ever. No one knows if the bottom is in. But …
I have a concentrated portfolio of 7 Canadian Wide Moat dividend payers. Please don’t try this at home, ha. For my wife’s portfolios I employ the TSX 60 XIU and Vanguard’s High Dividend VDY. That said, my concentrated portfolio has been more than doing the job. Here’s an update …
Warren Buffett is known as the greatest investor of all time. It is the largest position in my wife’s accounts. It is part of the overall risk management strategy. In this market correction, the world’s greatest investor will go shopping with a $128 billion cash pile.
I had a look at the 15 Dividend Achievers I bought in early 2015 ‘without looking’. I bought them for how they might perform in a major correction. Hello correction. So far they are holding up better than market, and better than the total index.
Yes there’s too much chatter about coronavirus and investing. But we do need to put this in perspective, and if you do need to take some steps to manage risks …
Some incredibly surprising results by way of this research on the largest cap and some of the most profitable US companies from the 1980’s. Please have a read of …
A very popular post. With a portfolio of individual stocks, what happens when we re-balance vs letting the winners run?
A look at my ‘Lucky 7’ from Canada. Don’t try this at home kids …
And I the return of the wider moat portfolio are/would be incredible. There’s something to this wide moat thing.
an update on my buying of dividend growth stocks ‘without looking’. OK, it’s called index skimming.
I invited FIRE blogger Caleb Jones to write on my Seeking Alpha page. We’ll also follow Caleb here on Cut The Crap Investing.
Here is How You Fire, From a Fire Guy. And as a reality check for the FIRE gang I had offered What Would It Really Take To Reach Fire And Retire Early?
More on investing in that sweet spot. This model can deliver better returns with less risk. Here’s The Balanced Growth Model ‘Beats’ Through The Last Market Cycle.
I recently traveled to the UK with my daughter. The trip was funded largely by some nice big juicy Canadian dividends. Those dividends grow at an incredible rate. Here’s My Dividend Growth Rates for Canadian and US holdings.
And happy to share our personal returns and updates. It’s been a great 2019 for the markets and our portfolios.
An article inspired by Captain Obvious. That said, so many readers were glad to receive this timely message.
And here’s a piece on my individual RRSP portfolio. Thanks for sending me your monies every month. The new utilities.
And a portfolio example, covering more of the greater global assets available with 9 ETFs …
The More ‘Complete’ US and International Stock and REIT Growth Portfolio.
Can retirees take that stock market gift when the markets are offering? I think so.
Retirees, Don’t Say No When The Stock Market Offers You a Nice Bonus.
So many major events that one has to act on, or in my case ignore, with a portfolio of individual stocks.
The Crazy Stuff That Happens To A Stock Portfolio.
The US Dividend Aristocrats Are Beating The Market When Least Expected. These companies are S&P 500 constituents with a 25 year history of annual dividend increases.
Blue Chip Dividend Aristocrats Are Beating The Market In A Bull Run.
From my experience Dividend Growth Investors know that the dividends do not fall from the sky.
Sorry, Dividend Investors Are Not Stupid.
A look at the Dividend options from Vanguard.
The Vanguard Dividend Growth Portfolios. Active Takes The Lead.
This article compares the behavioural challenges of holding individual stocks vs an index ETF.
Individual stocks can teach us even more about the virtue of patience.
And on the most widely held Dividend ETF, Vanguard’s Dividend Appreciation ETF. I skimmed 15 of the largest cap holdings in early 2015.
Big Changes At The Top Of The Dividend Achievers Index.
Can you simply buy your quality companies when they’re out of favour?
Buying My Canadian Dividend Stocks When They’re Down, Because They’re Down.
Here’s a well read article from March 17, 2019 with over 100 comments.
The Reasons Why We Don’t Use the 4% Rule in Retirement.
And this was fun, and a big hit …
If I Could Only Own 10 Companies, Here’s What I’d Do.
Dale’s most read article EVER on Seeking Alpha …
Should Retirees Really Try To Live Off Of The Dividend Income?
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