Search found 373 matches

by Stryker
Sun Oct 22, 2017 5:04 am
Forum: Investing - Theory, News & General
Topic: Revised Version The Little Book of Common Sense...
Replies: 31
Views: 4000

Re: Revised Version The Little Book of Common Sense...

Trying to find the sources for John Bogle's latest quotes in the 10th anniversary edition on his website but not having much luck.

Only found for the 2007 edition.

http://johncbogle.com/wordpress/the-little-book/

Perhaps I just overlooked it. Anyone see anything else on there for the 2017 book?
by Stryker
Fri Oct 20, 2017 4:46 pm
Forum: Investing - Theory, News & General
Topic: 4% SWR Rule in Other Countries
Replies: 29
Views: 2897

Re: 4% SWR Rule in Other Countries

Does The 4% Rule Work Around The World?

by Wade Pfau, Ph.D., CFA
June 30, 2016

-------------------------------------------

Also old bogleheads thread started in 2007

viewtopic.php?t=9609
by Stryker
Fri Oct 20, 2017 1:45 pm
Forum: Investing - Theory, News & General
Topic: Revised Version The Little Book of Common Sense...
Replies: 31
Views: 4000

Re: Revised Version The Little Book of Common Sense...

Ordered revised version from Indigo along with Millionaire Teacher Second Edition. Both due Oct 23rd with free delivery. Received my copy (early) in the mail just a few minutes ago. The old 2007 issue I used to get from the library occasionally. Now finally I have the 10th anniversary edition. Many...
by Stryker
Thu Oct 19, 2017 12:56 pm
Forum: Investing - Theory, News & General
Topic: Revised Version The Little Book of Common Sense...
Replies: 31
Views: 4000

Re: Revised Version The Little Book of Common Sense...

Ordered revised version from Indigo along with Millionaire Teacher Second Edition. Both due Oct 23rd with free delivery.
by Stryker
Thu Oct 19, 2017 10:32 am
Forum: Investing - Theory, News & General
Topic: Warren Buffett Books
Replies: 22
Views: 2215

Re: Warren Buffett Books

"Snowball" I borrowed from the library a few years ago and skimmed through it. To be honest it wasn't Buffett I was interested in reading the book for, but about my other investment hero "Walter Schloss". Yes! It seems there is a constellation of investors around buffett that would be interesting t...
by Stryker
Thu Oct 19, 2017 8:32 am
Forum: Investing - Theory, News & General
Topic: Warren Buffett Books
Replies: 22
Views: 2215

Re: Warren Buffett Books

"Buffett - The Making of an American Capitalist" I still have in my home book shelf. Read it at least a couple of times over the years, and of the few books I've read about Buffett, most certainly my favourite. "Snowball" I borrowed from the library a few years ago and skimmed through it. To be hone...
by Stryker
Tue Oct 10, 2017 2:23 am
Forum: Investing - Theory, News & General
Topic: Investing Books Debunked
Replies: 24
Views: 4169

Re: Investing Books Debunked

The Intelligent Investor It's super interesting until you realize the author's recommendation at the end of his life was "Just buy an index fund." I think if you go back to at least the early 60's, Ben Graham at least tried to give a big hint as to how investors might replicate one, but the first a...
by Stryker
Mon Oct 09, 2017 4:45 pm
Forum: Investing - Theory, News & General
Topic: Dividends growing at higher rates than inflation?
Replies: 9
Views: 849

Re: Dividends growing at higher rates than inflation?

I don't normally purchase a stock unless it's dividend has grown faster than inflation over the last 5 to 10 years. So far, out of 29 equities, I've only had one dividend cut this year. After I already sold it, some white knight came over the horizon from Omaha to help prop it up. Most of the other ...
by Stryker
Fri Oct 06, 2017 12:44 pm
Forum: Investing - Theory, News & General
Topic: Dividends vs. Capital Gains for Spending Needs?
Replies: 200
Views: 16054

Re: Dividends vs. Capital Gains for Spending Needs?

I've been retired for well over ten years and I'll just continue doing with individual stocks what I've always been doing for many years now. Re-invest my dividends which have been growing faster than inflation. Perhaps others were already rich or had great paying jobs in their working life so coul...
by Stryker
Fri Oct 06, 2017 10:37 am
Forum: Investing - Theory, News & General
Topic: Dividends vs. Capital Gains for Spending Needs?
Replies: 200
Views: 16054

Re: Dividends vs. Capital Gains for Spending Needs?

I've been retired for well over ten years and I'll just continue doing with individual stocks what I've always been doing for many years now. Re-invest my dividends which have been growing faster than inflation. Perhaps others were already rich or had great paying jobs in their working life so could...
by Stryker
Thu Oct 05, 2017 4:08 am
Forum: Investing - Theory, News & General
Topic: Investment options for Expats
Replies: 2
Views: 319

Re: Investment options for Expats

You may want to check out Andrew Hallam's blog. He's the author of "The Global Expatriate’s Guide To Investing" and "Millionaire Teacher".

https://andrewhallam.com/
by Stryker
Tue Oct 03, 2017 1:46 pm
Forum: Investing - Theory, News & General
Topic: Investing Books Debunked
Replies: 24
Views: 4169

Re: Investing Books Debunked

The Intelligent Investor It's super interesting until you realize the author's recommendation at the end of his life was "Just buy an index fund." I think if you go back to at least the early 60's, Ben Graham at least tried to give a big hint as to how investors might replicate one, but the first a...
by Stryker
Thu Aug 10, 2017 9:34 am
Forum: Investing - Theory, News & General
Topic: New Dividends Appreciation data series - backtesting
Replies: 112
Views: 10490

Re: New Dividends Appreciation data series - backtesting

I still remember David Dreman's study back in 2004.

"Why Dividends Matter"

https://www.forbes.com/forbes/2004/0419/106.html
by Stryker
Wed Aug 02, 2017 6:08 am
Forum: Investing - Theory, News & General
Topic: Rising dividends good sign or neutral or bad
Replies: 14
Views: 1453

Re: Rising dividends good sign or neutral or bad

What a lot of people don't seem to realize is that it's not just about rising dividends, but along with these dividends quite often, but not in all cases, in a good market like we've had the last few years, the companies capital gains tend to go up over time in line with these dividend increases. Th...
by Stryker
Tue Aug 01, 2017 3:06 pm
Forum: Investing - Theory, News & General
Topic: Rising dividends good sign or neutral or bad
Replies: 14
Views: 1453

Re: Rising dividends good sign or neutral or bad

In my view, rising dividends ( actual dollars and not just yields) are a signal that companies have confidence in the future as they generally never want to decrease dividends. A dividend increase is a good signal, but not a perfect signal. I've had one company in the portfolio declare a dividend i...
by Stryker
Mon Jul 31, 2017 5:24 am
Forum: Investing - Theory, News & General
Topic: Living Off Dividends
Replies: 285
Views: 23686

Re: Living Off Dividends

If there's a long term study out there showing that a subset of large company equities with low or no dividend yields outperform the highest yielding large stocks, I've yet to see it.
by Stryker
Sun Jul 30, 2017 6:06 am
Forum: Investing - Theory, News & General
Topic: Living Off Dividends
Replies: 285
Views: 23686

Re: Living Off Dividends

My wife and I both have pensions so that's always something to fall back on if things get rough. I have 28 individual equities in my all Canadian dividend growth portfolio and I don't spend anymore time on it in retirement than I do on the index investments on the other side of our assets. The divid...
by Stryker
Tue Jul 25, 2017 3:40 am
Forum: Investing - Theory, News & General
Topic: Living Off Dividends
Replies: 285
Views: 23686

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: 17765

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: 17765

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: 3381

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: 990

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: 990

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: 1842

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: 11163

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: 11163

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: 11163

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: 11163

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: 5707

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: 7955

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: 7955

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: 1442

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: 3037

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: 4363

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: 4363

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: 4363

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: 2847

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: 3484

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: 3484

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, m and eliminating say the first 12, just because the dividend is so high you will see 80 stocks paying between 15.69% and 8%. If you did some reasearch and removed say 30 stocks that ar...
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: 5018

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: 1968

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: 8089

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: 1173

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: 1302

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: 1302

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: 4605

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: 771

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: 2129

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: 2129

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: 8924

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, ...