Seeking Alpha is the most read investment site on the web. Dale Roberts writes on Asset Allocation, Indexing and index-skimming, Dividend Strategies and Retirement. He has over 10,500 followers. Join them.
The latest, our US dividend portfolio was designed in the hope of better risk-adjusted returns. It’s been more than that …
Plus, my latest on MoneySense where I have a weekly column.
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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