My Featured Posts
- The Magic of Dividends is not in the Math
Introduction Dividends are magical for many investors because they promote patience and consistency in following their investment plan. People who are wired differently than dividend growth investors don’t understand this point – and the purpose of this article certainly isn’t to convince them. In this post, I share my thoughts … - How to Successfully Navigate this Sneaky Bear Market
Introduction Experienced investors know that the key to successfully navigating a bear market is to carefully manage risk. Ideally, risk management is built into your regular investment process, which means that you have taken defensive steps before the bear market begins. Bear markets feature high stock price volatility that trick …How to Successfully Navigate this Sneaky Bear Market Read More »
- Four Qualities that Propel Successful Public Companies in the Long-Term
Investors want to own “high-quality” companies, but our portfolios do not always match up to this standard. In this post, I focus on four qualities found in successful companies. - How to Survive a Disastrous Quarterly Earnings Report
After a disastrous company earnings report, employ a rational approach to make your buy, hold or sell decision. - Building an Awesome Dividend Stock Portfolio with Yield and Growth
The post provides ideas on how to build an awesome dividend stock portfolio with a strong yield and dividend growth above the inflation rate. - Valuation: Buying Dividend Growth Stocks at the Right Price
I will discuss a simple method for estimating the return from a dividend growth stock in this post and provide a recent example where I applied the method. - Planning for Better Investment Results (Part 2)
Part 2 of this blog article looks at how an investor might develop a financial plan that is consistent with their risk profile. It also discusses the importance of documenting how progress will be monitored. - Planning for Better Investment Results (Part 1)
Every investor needs to develop a Personal Investment Policy (PIP) document that summarizes their financial goals and how they plan to achieve them. - Eight Valuable Investing Lessons (Part 2)
In part 2, I discuss my shift to buying individual stocks and transitioning from a client at a full-service brokerage firm to a fully do-it-yourself (DIY) investor. - Eight Valuable Investing Lessons (Part 1)
In my inaugural post, I thought it would be interesting to reflect back on eight investing lessons learned on my journey to becoming a Stodgy Investor.