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Wed. Feb. 17, 2010 D4L commentary

38 Dividend Securities For A Well-Rounded Asset Allocation

I am a firm believer that asset allocation plays a significant part in a portfolio’s long-term results. Recently, I received a question asking if you could have a diversified portfolio of dividend stocks. It is an interesting question that deserves further examination.

More on this topic (What's this?)

What’s your after-tax asset allocation? (Canadian Business Blog, 1/21/10)

Hedge Fund Panel: Is There Alpha In Asset Allocation? (Och, Mindich, Singh & More) (market folly, 2/4/10)

Mid-Week Readings (Scott's Investments, 3/10/10)

Read more on Asset Allocation at Wikinvest

2 Comments ABT, ADP, AFL, BIV, BLV, BP, BSV, CAH, CB, CHRW, CLX, CTL, CVX, DBD, ED, EMR, ESS, FRT, GPC, HGIC, JNJ, KO, LLTC, LLY, MCD, MGEE, MHP, MMM, NUE, OFC, PG, RAVN, SYY, T, TEG, VIVO, WXPD, XOM

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Sat. Feb. 13, 2010 D4L pcp, progress

Pocket Change Portfolio – January 2010

Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for January 2010, Year-To-Date (2010) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.

Read more…

No Comments BIV, GPC, HGIC, SYY, WMT ________________________________________________________________________________________

Sat. Feb. 6, 2010 D4L progress

Progress Update – January 2010

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in January, extending the streak to 11 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 25 of the last 26 months.

More on this topic (What's this?)

Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments (Investment U, 1/22/10)

Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)

Twelve Dividend Stocks Increasing Dividends (Dividend Growth Investor, 2/1/10)

Read more on How To Invest, Dividends, John Hancock Patriot Select Dividend Trust at Wikinvest

No Comments BIV, CNI, HGIC, LQD, PCY, SYY ________________________________________________________________________________________

Sat. Jan. 16, 2010 D4L pcp, progress

Pocket Change Portfolio – December 2009

Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for December 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.

Read more…

No Comments BIV, BLV, BP, ED, EMR, JNJ, KO, MCD, PCY ________________________________________________________________________________________

Sat. Jan. 9, 2010 D4L progress

Progress Update – December 2009

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in December, extending the streak to 10 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 24 of the last 25 months.

More on this topic (What's this?)

Interesting Dividend and Investing Sites to Consider (Dividend Growth Investor, 1/16/10)

Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments (Investment U, 1/22/10)

Three Key Ratios For Investors (Buying Value, 2/26/10)

Pocket Change Portfolio – November 2009

Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for November 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.

Read more…

No Comments BIV, BLV, NUE, PG ________________________________________________________________________________________

Sat. Dec. 12, 2009 D4L progress

Progress Update – November 2009

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in November, extending the streak to 9 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 23 of the last 24 months.

More on this topic (What's this?)

Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)

Twelve Dividend Stocks Increasing Dividends (Dividend Growth Investor, 2/1/10)

Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments (Investment U, 1/22/10)

Read more on How To Invest, Dividends at Wikinvest

1 Comment BIV, BLV, LQD, MTB, NUE, PCY, UTX ________________________________________________________________________________________

Sat. Nov. 7, 2009 D4L progress

Progress Update – October 2009

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in October, extending the streak to 8 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 22 of the last 23 months.

More on this topic (What's this?)

Five Dividend Stocks for long-term dividend growth (Dividend Growth Investor, 10/27/09)

Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)

Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments (Investment U, 1/22/10)

Read more on How To Invest, Dividends at Wikinvest

2 Comments BIV, BLV, CNI, EMR, ETO, LQD, O, PCY, PG, VNQ ________________________________________________________________________________________

Tue. Jul. 21, 2009 D4L classics, commentary

Bonds: The Next Bubble to Burst?

One of the key tenets of investing with an asset allocation model is that bonds and stocks working together will help reduce the volatility of your portfolio. Recent history has shown that while stocks crashed, bonds soared and those fortunate enough to hold them generally did better than those invested entirely in equities.