Search found 356 matches

by Stryker
Tue Jul 25, 2017 3:40 am
Forum: Investing - Theory, News & General
Topic: Living Off Dividends
Replies: 57
Views: 5147

Re: Living Off Dividends

I wouldn't know of you can live off dividends since even in retirement I'm still in the process of rebuilding our portfolio of individual dividend growth stocks. The first portfolio was sold to put a substantial down payment on our house in the late 90's. The second portfolio of Canadian dividend gr...
by Stryker
Mon Jul 17, 2017 5:11 am
Forum: Investing - Theory, News & General
Topic: Dividend Misunderstandings & Only Spend Return
Replies: 282
Views: 14236

Re: Dividend Misunderstandings & Only Spend Return

I don't know of any dividend investor who hasn't had his/her share of dividend cuts over time. Some years, I've had one or two, and other years I have no cuts. My personal rule has always been to either sell before a potential cut or always right after a company implements a dividend cut. During the...
by Stryker
Sun Jul 16, 2017 12:16 pm
Forum: Investing - Theory, News & General
Topic: Dividend Misunderstandings & Only Spend Return
Replies: 282
Views: 14236

Re: Dividend Misunderstandings & Only Spend Return

A little more than half of our combined portfolios are in individual Canadian dividend growth stocks and the rest in a global couch potato setup. My wife and I have been retired for a few years now, and so far haven't had to spend into our assets. Year by year our investment income from the dividend...
by Stryker
Tue Jun 06, 2017 2:25 am
Forum: Investing - Theory, News & General
Topic: Has Forbes really discovered the next Warren Buffett? I'm skeptical.
Replies: 20
Views: 2867

Re: Has Forbes really discovered the next Warren Buffett? I'm skeptical.

Over two decades ago here in Canada we used to have a private property development company, the largest and regarded at the time as one of the best in the world and owned by the the Reichmann Brothers . Unfortunately they took one step too far with their development of Canary Wharf in London, Englan...
by Stryker
Thu Jun 01, 2017 5:41 am
Forum: Investing - Theory, News & General
Topic: Approximate 20 year return on couch potato? [Canada]
Replies: 8
Views: 855

Re: Approximate 20 year return on couch potato? [Canada]

Hi all, I'm a bit confused about a reasonable average expected return rate for a couch potato portfolio. I've read that the historical market average return is 7%, but with bonds making up an age-appropriate percentage, does the cp portfolio still return 7% over the long haul? By long haul I mean 2...
by Stryker
Thu Jun 01, 2017 4:31 am
Forum: Investing - Theory, News & General
Topic: Approximate 20 year return on couch potato? [Canada]
Replies: 8
Views: 855

Re: Approximate 20 year return on couch potato? [Canada]

Out of curiosity, why do you want 35% of your portfolio (Canadian stock) in such a tiny market, relative to total global market value? Because my future bills need to be paid in Canadian dollars. Not only that, but the market returns are what matters. And they're competitive with the global market....
by Stryker
Tue May 30, 2017 8:14 am
Forum: Investing - Theory, News & General
Topic: Other than this Boglehead Site…… [Investing resource recommendations]
Replies: 10
Views: 1592

Re: Other than this Boglehead Site…… [Investing resource recommendations]

"The Richest Man In Babylon". Published in the 1920's, this book is timeless and can be used anywhere in the world that has a free market system. I've owned this book since the 1980's, and normally re-read it once a year. Do an internet search and there's a free pdf copy. -----------------...
by Stryker
Thu May 25, 2017 7:32 am
Forum: Investing - Theory, News & General
Topic: The Case for Dividend Stocks in Retirement (article)
Replies: 92
Views: 10286

Re: The Case for Dividend Stocks in Retirement (article)

But in your case, you're not even spending the 3% (or whatever it is) you're getting from your high dividend mutual fund. Well, I never said I owned a dividend mutual fund. Half in a Global portfolio of index funds/ETF's and the other half in individual dividend growth stocks . As for the taxes, it...
by Stryker
Tue May 23, 2017 4:47 am
Forum: Investing - Theory, News & General
Topic: The Case for Dividend Stocks in Retirement (article)
Replies: 92
Views: 10286

Re: The Case for Dividend Stocks in Retirement (article)

We're doing close to 50/50 in retirement. Half in a Global portfolio of index funds/ETF's and the other half in individual dividend growth stocks. We're lucky in that we can live off our pensions with a little extra at the end of the year. The dividends received get re-invested into more dividend s...
by Stryker
Mon May 22, 2017 1:07 pm
Forum: Investing - Theory, News & General
Topic: The Case for Dividend Stocks in Retirement (article)
Replies: 92
Views: 10286

Re: The Case for Dividend Stocks in Retirement (article)

We're doing close to 50/50 in retirement. Half in a Global portfolio of index funds/ETF's and the other half in individual dividend growth stocks. We're lucky in that we can live off our pensions with a little extra at the end of the year. The dividends received get re-invested into more dividend st...
by Stryker
Mon May 22, 2017 8:02 am
Forum: Investing - Theory, News & General
Topic: The Case for Dividend Stocks in Retirement (article)
Replies: 92
Views: 10286

Re: The Case for Dividend Stocks in Retirement (article)

A generation that grows up drinking only frozen orange juice will forget that any other form of OJ exists; a generation that grows up thinking dividends and yields don't matter are like those OJ drinkers.

Peter L. Bernstein 2005

Dividends and the Frozen Orange Juice Syndrome
by Stryker
Wed May 17, 2017 1:54 pm
Forum: Investing - Theory, News & General
Topic: Do stocks always go up long term?
Replies: 56
Views: 4759

Re: Do stocks always go up long term?

China. Fast growing economy. Annual real return on equities from 1993 to 2016 -2.9% per year. (Yeah, you read that right, minus). -------------------------------------------------- The Economist Stocks for the long run? Jan 13th 2016 by Buttonwood Equities haven't always produced positive long-term ...
by Stryker
Mon May 08, 2017 4:38 am
Forum: Investing - Theory, News & General
Topic: A Boglehead Guide to Buying Individual Stocks
Replies: 85
Views: 7204

Re: A Boglehead Guide to Buying Individual Stocks

Nowadays I spend about as much time on my individual stocks as I do on my passive index investments, which is not very much. I've found after decades doing this that the less time I spend trying to play financial analyst, the better the portfolio seems to perform. On the odd occasion I have to kick ...
by Stryker
Sat May 06, 2017 8:10 am
Forum: Investing - Theory, News & General
Topic: A Boglehead Guide to Buying Individual Stocks
Replies: 85
Views: 7204

Re: A Boglehead Guide to Buying Individual Stocks

All I know is that I've been investing in individual equities here in Canada since the early 80's. No big deal. I wasn't intelligent enough to get into university and I'm mathematically challenged, but that didn't dissuade me. I was determined to find a way to be a decent stock picker and after tryi...
by Stryker
Sat Nov 15, 2014 2:42 pm
Forum: Investing - Theory, News & General
Topic: Value Investing or Dividend Investing - Which Is It?
Replies: 4
Views: 1392

Re: Value Investing or Dividend Investing - Which Is It?

As far as dividend growth, only three countries in the investing world seem to have the attributes to make it successful as a strategy. U.S.A., United Kingdom, and Canada. You can see it in the country components of PID . It seems to me, if I remember correctly, this ETF began without including the ...
by Stryker
Sat Nov 08, 2014 12:23 pm
Forum: Investing - Theory, News & General
Topic: MFO's David Snowball's Blunt Observation on Index Funds
Replies: 17
Views: 2950

Re: MFO's David Snowball's Blunt Observation on Index Funds

The above fund has gone through various name changes. I knew of it, when it was called Lexington Corporate Leaders back in the 1980's. It's long term performance was impressive then, and it still is.
by Stryker
Sun Nov 02, 2014 6:52 pm
Forum: Investing - Theory, News & General
Topic: "Should You Be a Dividend Stock Investor?"
Replies: 33
Views: 4225

Re: "Should You Be a Dividend Stock Investor?"

I always learn more from major market corrections than I do from bull markets. I don't fear bear markets, but ever since October 1987, I've just learned to accept them. 2008 - 2009 taught me the value of diversifying by equal sector, and I've certainly held to that principle since then. Meanwhile, e...
by Stryker
Sun Nov 02, 2014 7:29 am
Forum: Investing - Theory, News & General
Topic: "Should You Be a Dividend Stock Investor?"
Replies: 33
Views: 4225

Re: "Should You Be a Dividend Stock Investor?"

It's hard not to notice the dividend increases when going through Value Line company by company like I used to do in the library back in the 1980's. I remember going to the library back in the day studding Morningstar and another paper I don't remember the name of. It might have been Dow Jones some...
by Stryker
Sun Nov 02, 2014 4:08 am
Forum: Investing - Theory, News & General
Topic: "Should You Be a Dividend Stock Investor?"
Replies: 33
Views: 4225

Re: "Should You Be a Dividend Stock Investor?"

I have a passive portfolio in the tax free and tax deferred portfolio, but in the taxable portfolio which is larger than the former two combined, it's 100% invested in individual Canadian dividend growth stocks. This latter portfolio is diversified into seven sectors with over thirty individual equi...
by Stryker
Tue Oct 28, 2014 1:44 pm
Forum: Investing - Theory, News & General
Topic: Who says a stock is either "value" or "growth"?
Replies: 25
Views: 2759

Re: Who says a stock is either "value" or "growth"?

Larry Swedroe had a list of small cap value ETF's in an article just this past August.

Understanding Small Value ETFs

Now I'm looking for an ETF that will do the same for international small value.
by Stryker
Thu Oct 23, 2014 5:41 pm
Forum: Investing - Theory, News & General
Topic: Risk in a high dividend stock portfolio
Replies: 19
Views: 3421

Re: Risk in a high dividend stock portfolio

Personally, I think it would be highly risky to start learning about investing in individual equities when you're only two or three years away from retirement. I mean I invest in individual dividend (low yield) stocks myself alongside broad based index funds and ETF's in retirement, but after over ...
by Stryker
Tue Oct 21, 2014 9:59 am
Forum: Investing - Theory, News & General
Topic: Risk in a high dividend stock portfolio
Replies: 19
Views: 3421

Re: Risk in a high dividend stock portfolio

Hi all, I'm a few years (2 to 5) until retirement, I'm wondering about high dividend stocks. Looking at the site, http://www.dividend.com/dividend-stocks/high-dividend-yield-stocks.php and eliminating say the first 12, just because the dividend is so high you will see 80 stocks paying between 15.69...
by Stryker
Mon Oct 20, 2014 5:24 pm
Forum: Investing - Theory, News & General
Topic: Leon Cooperman giving the same advice as Warren
Replies: 47
Views: 4922

Re: Leon Cooperman giving the same advice as Warren

I was reading about Leon Cooperman well over twenty years ago in the financial magazines, so he's not exactly a new name to me. Just because an expert recommends something doesn't mean I follow his or her advice. I'll just listen, and then usually just go on in the portfolio with what I already have...
by Stryker
Mon Oct 20, 2014 11:38 am
Forum: Investing - Theory, News & General
Topic: UAE bogleheads: International Online Broker
Replies: 14
Views: 1908

Re: UAE bogleheads: International Online Broker

You may want to ask at Andrew Hallam's website. He seems to know a fair bit regarding expat investing.
by Stryker
Thu Mar 06, 2014 3:52 pm
Forum: Investing - Theory, News & General
Topic: Why do investors prefer cash dividends?
Replies: 126
Views: 7685

Re: Why do investors prefer cash dividends?

I don't argue about it. I just do it. Passive investing using broad based indexes in the tax deferred and tax free portfolios, and all Canadian individual dividend growth stocks in the taxable portfolio. I have over thirty stocks in there, all diversified by sector. Diversified that way, "after...
by Stryker
Fri Oct 11, 2013 2:10 pm
Forum: Investing - Theory, News & General
Topic: Are dividend (and value) stocks too risky?
Replies: 10
Views: 1142

Re: Are dividend (and value) stocks too risky?

I don't know. I read the article, and it's not the first time that someone's mentioned dividend stocks being expensive over the last few years. Anything's possible, but unless companies start cutting their dividends en masse similar to the 1930's, then the dividend investor should have nothing to fe...
by Stryker
Wed Oct 09, 2013 10:56 am
Forum: Investing - Theory, News & General
Topic: Paper Profits: Why We can't do Deals like Warren Buffett
Replies: 7
Views: 1281

Re: Paper Profits: Why We can't do Deals like Warren Buffett

I can't do deals like Buffett, but I sure know how to allocate capital from the cash produced within the portfolios.
by Stryker
Mon Oct 07, 2013 4:57 am
Forum: Investing - Theory, News & General
Topic: Paper Profits: Why We can't do Deals like Warren Buffett
Replies: 7
Views: 1281

Re: Paper Profits: Why We can't do Deals like Warren Buffett

I suppose if you're highly intelligent you may be envious of the deals that Warren Buffett can make and you can't, but I've never had that problem to contend with. Making deals that involve debt is something that Buffett can readily do, but since I'm totally adverse to debt, if I was offered the sam...
by Stryker
Sun Aug 25, 2013 1:38 pm
Forum: Investing - Theory, News & General
Topic: Make no mistake: Mr. Market is smarter than you
Replies: 36
Views: 4496

Make no mistake: Mr. Market is smarter than you

Make no mistake: Mr. Market is smarter than you I was most interested in what Terrance Odean, finance professor at the University of California, Berkeley had to say in the article being I hadn't read anything from him in a long time, since his research paper on individual investors performance came...
by Stryker
Wed Mar 06, 2013 8:57 am
Forum: Investing - Theory, News & General
Topic: Allan Roth: Dare To Be Dull
Replies: 2
Views: 766

Allan Roth: Dare To Be Dull

Index Universe Wealth Logic’s Roth: Dare To Be Dull By Cinthia Murphy | March 05, 2013 Allan Roth, an investment advisor at Colorado Springs, Colo.’s Wealth Logic, which has more than $1.5 billion of assets under advisement, is also known for his blogging acumen on DareToBeDull.com. The Northwestern...
by Stryker
Tue Mar 05, 2013 5:44 pm
Forum: Investing - Theory, News & General
Topic: For Value Investing Geeks
Replies: 15
Views: 2088

Re: For Value Investing Geeks

Doing a quick scan through the research paper Rick kindly linked, I get the feeling that dividend growth is much more important than investors were led to believe in the past. Rebalancing and the Value Effect "It is, therefore, the act of rebalancing and reconstituting the growth and value port...
by Stryker
Mon Mar 04, 2013 2:09 pm
Forum: Investing - Theory, News & General
Topic: For Value Investing Geeks
Replies: 15
Views: 2088

Re: For Value Investing Geeks

I've been following dividend growth investing for over thirty years now, and presently have thirty four individual Canadian equities in my taxable account. Having read Ben Graham's "The Intelligent Investor" numerous times, I think it would be a stretch of the imagination to call myself a ...
by Stryker
Sun Feb 17, 2013 10:35 am
Forum: Investing - Theory, News & General
Topic: WSJ: Why Most Value Investors Will Burn Out
Replies: 48
Views: 8756

Re: WSJ: Why Most Value Investors Will Burn Out

When Walter Schloss was alive and running his investment business with his son Edwin, they had around a 100 stocks in the portfolio. In a 1989 interview with Outstanding Investor Digest when he was asked about his feverish pace of turning over his stocks at the torrid rate of once every four years, ...
by Stryker
Mon Feb 11, 2013 12:32 pm
Forum: Investing - Theory, News & General
Topic: Why can US citizen expats not invest w/Vanguard?
Replies: 63
Views: 32345

Re: Why can US citizen expats not invest w/Vanguard?

If you go way down to the bottom post on this blog from Andrew Hallam in Singapore, you'll find a poster asking much the same thing.

Another method, If you have access to the stock exchanges in the U.S. you can always buy Vanguard's ETF's. I'm an outright foreigner, and that's what I do.
by Stryker
Fri Feb 08, 2013 3:53 pm
Forum: Investing - Theory, News & General
Topic: "Think, Act, and Invest Like Warren Buffett" -- A Gem
Replies: 41
Views: 7293

Re: "Think, Act, and Invest Like Warren Buffett" -- A Gem

styrker That is stated in the beginning of the book, that you cannot invest exactly like him but you can follow his advice and his behaviors (in that way you can invest like him), like ignoring forecasts and not trying to time the market. Best wishes Larry Hi Larry, I've ignored market forecasts si...
by Stryker
Fri Feb 08, 2013 2:40 pm
Forum: Investing - Theory, News & General
Topic: "Think, Act, and Invest Like Warren Buffett" -- A Gem
Replies: 41
Views: 7293

Re: "Think, Act, and Invest Like Warren Buffett" -- A Gem

How can I invest like Warren Buffett? He had an unfair advantage. In my thirty plus years of investing, I've never used leverage, and don't plan to start now. His mentor, Benjamin Graham used leverage in the late 20's and early 1930's and almost got wiped out. Ben never did that again.
by Stryker
Wed Feb 06, 2013 12:34 pm
Forum: Investing - Theory, News & General
Topic: Global Investment Returns Yearbook 2013
Replies: 1
Views: 371

Global Investment Returns Yearbook 2013

Credit Suisse Global Investment Returns Yearbook 2013

by Elroy Dimson, Paul Marsh, and Mike Staunton, London Business School
by Stryker
Sun Jan 27, 2013 12:39 pm
Forum: Investing - Theory, News & General
Topic: John Bogle: “Invest, and don’t peek”
Replies: 24
Views: 4617

John Bogle: “Invest, and don’t peek”

Canadian newspaper interview with John Bogle.

John Bogle: “Invest, and don’t peek”

The Globe and Mail
Published Thursday, Jan. 24 2013
by Stryker
Sat Jan 19, 2013 5:22 pm
Forum: Investing - Theory, News & General
Topic: Asset Allocation for Non-US citizens
Replies: 3
Views: 473

Re: Asset Allocation for Non-US citizens

Anywhere Non-US. Canada Model portfolios at Dan Bortolotti's website "Canadian Couch Potato" Andrew Hallam's model portfolio Hallam is the author of "The Millionaire Teacher", a Canadian who runs a blog from Singapore. He also has information for expatriates who want to invest i...
by Stryker
Fri Jan 18, 2013 5:01 pm
Forum: Investing - Theory, News & General
Topic: Shifting to higher stock allocation during crashes
Replies: 42
Views: 3349

Re: Shifting to higher stock allocation during crashes

I find major down markets like 2008 - 2009 a great time to find out any minor or major weaknesses in the portfolios and shore them up. At the time, I was kept busy buying individual stocks until I ran out of cash.
by Stryker
Wed Jan 16, 2013 6:03 pm
Forum: Investing - Theory, News & General
Topic: Want Lower Returns? Try Timing Industry Sectors
Replies: 27
Views: 2541

Re: Want Lower Returns? Try Timing Industry Sectors

I will note that there are individuals (e.g. Gil Blake) whose sector picking returns cannot be explained by reference to luck, additional risk, etc. I had to look up this Gil Blake to satisfy my own curiosity. Market timing is hardly new. It was pioneered in 1980 by Gil Blake, an investor who made ...
by Stryker
Mon Jan 14, 2013 12:17 pm
Forum: Investing - Theory, News & General
Topic: The Winner's Curse - By Rob Arnott, Lillian Wu
Replies: 7
Views: 1198

The Winner's Curse - By Rob Arnott, Lillian Wu

Tried a search on this here, but couldn't find it posted previously. Quite an eye opener from this research paper on the performance results from the largest cap companies listed not only in the U.S., but from around the world.

The Winner's Curse

By Rob Arnott, Lillian Wu
by Stryker
Sat Jan 12, 2013 2:32 am
Forum: Investing - Theory, News & General
Topic: Canadian Couch Potato Returns for 2012
Replies: 0
Views: 382

Canadian Couch Potato Returns for 2012

Couch Potato Portfolio Returns for 2012 "I think we can safely say we are now almost four years into the most disrespected bull market in history, to borrow a phrase from Alexander Green. In a recent roundtable in The Wall Street Journal, the moderator opened the discussion by saying, “It’s be...
by Stryker
Thu Jan 10, 2013 1:58 pm
Forum: Investing - Theory, News & General
Topic: Five Brutal Years Teach Investors to Sit Tight
Replies: 0
Views: 660

Five Brutal Years Teach Investors to Sit Tight

Bloomberg Businessweek Five Brutal Years Teach Investors to Sit Tight "Five short, mostly brutal, years ago, Henry Blodget made what I think is the best call of his career. In a candid series for Slate, the former stock analyst ragged on the Wall Street marketing and fee machine that he once co...
by Stryker
Sun Jan 06, 2013 9:14 am
Forum: Investing - Theory, News & General
Topic: Tax implications of ATRA
Replies: 11
Views: 1156

Re: Tax implications of ATRA

Many Canadians who own ETF's listed south of the border are breathing a sigh of relief as well, since depending on assets we may have been hit with the U.S. estate tax.
by Stryker
Thu Jan 03, 2013 5:16 pm
Forum: Investing - Theory, News & General
Topic: Kennon's investment approach with dividend stocks?
Replies: 20
Views: 3211

Re: Kennon's investment approach with dividend stocks?

I've tried reading through some of Larry's articles and appreciate the detailed analysis, some of which is over my head. However, it appears that some have done well with dividend stocks, especially in accumulation phase. Regards Kennon, this part of his site is quite emphatic and direct about goin...
by Stryker
Wed Jan 02, 2013 5:56 pm
Forum: Investing - Theory, News & General
Topic: Wayne Gretzky reflects on going through life with goals.
Replies: 11
Views: 1554

Wayne Gretzky reflects on going through life with goals.

For a former star hockey player he certainly is conservative with his money.

The payoff: Know your strengths
by Stryker
Wed Jan 02, 2013 4:21 pm
Forum: Investing - Theory, News & General
Topic: Kennon's investment approach with dividend stocks?
Replies: 20
Views: 3211

Re: Kennon's investment approach with dividend stocks?

OP. If you have a choice of buying a dividend ETF or a broad based index, I would be inclined to go for the index. If you go the individual stock route, you'll just have to do what some of us did in the past, one stock at a time. Just remember not to add too many stocks to any one industry or sector...
by Stryker
Wed Jan 02, 2013 9:28 am
Forum: Investing - Theory, News & General
Topic: Kennon's investment approach with dividend stocks?
Replies: 20
Views: 3211

Re: Kennon's investment approach with dividend stocks?

Read some of Kennon's site (learned about it from this site) and wanted to know people's opinions of it. He embraces dividend blue chip stock investing for retirement planning, and writes for about.com in a clear and intelligent style. But he boasts of having millions in tax advantaged accounts usi...

Go to advanced search