The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the “pocket change” earned from my various online endeavors. Each month I report on the portfolio’s progress and update its holdings.
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Sat. Oct. 16, 2010
pcp, progress
Pocket Change Portfolio – September 2010 *
Wed. May. 12, 2010
commentary
The Secret To Finding The Best Dividend Stocks *
Is a stock with a 3% yield and a 9% dividend growth rate better than one with a 7% yield and a 1.5% dividend growth rate? Last week we looked at yield-on-cost (YOC) and how it can be used to track the progress of a growing dividend of an individual stock. However, it is not a good metric for comparing multiple dividend stocks with each another. For this I devised a metric I call NPV MMA Differential.
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Fri. Apr. 16, 2010
commentary
4 Dividend Stocks Raising Dividends and Expectations *
Have you ever pondered the concept of forever or infinity? It is truly mind boggling! What is even more astonishing is that when I buy a stock, my target holding period is forever. For most people, myself included, that is hard to grasp and to carry out. When things start going bad, our primal instinct of flight kicks in and we want to sell. In many cases, that is the time we should be buying. Holding a stock through an economic downturn is much easier when it pays a rising dividend.
Wed. Mar. 3, 2010
classics, commentary
Increasing Dividend Yield Part I: Utilities *
This is the first installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio’s overall yield-on-cost. This week we are looking at Utilities – those investments long considered as a safe harbor for “orphans and widows.”
Wed. Feb. 17, 2010
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.
Wed. Jan. 27, 2010
classics, commentary
10 Stocks With 100+ Years of Dividend Payments *
Over the last couple of years we have seen companies fail to raise their dividend, cut their dividend and some even decided to stop paying their dividend. In some cases their financials did not warrant the change. One way to weed these out is to look for companies with a dividend culture. Below are 10 companies that have paid a dividend for over 100 years and have increased their dividend for at least 20 years. They are presented here in descending rank of how long they have paid a dividend:
Fri. Jan. 22, 2010
commentary
13 Dividend Stocks With A Great Attribute *
I couldn’t begin to estimate how many different stocks are traded around the world on the various exchanges. Like everything else, there are many participants, but few players. Though the population of stocks may be large, there are only a precious few that are worthy dividend stocks. Increasing dividends is one attribute that separates the good dividend stocks from the rest.
Sat. Jan. 16, 2010
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.
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Tue. Oct. 13, 2009
classics, commentary
High-Yield Dividend Stocks: A Safer Approach *
When people learn that I am an income investor, the reaction is often a desire to discuss high-yield investments. The uninitiated commonly confuse income investing with high-yield investing. The two are not the same.
3 Dividend Stocks That I Will NEVER Lose Money On *
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