Recent Blog Posts
Added New Taxation Column
In the Info section of each stock screener page I have added a ‘Tax’ column that indicates the taxation type of each stock. There are four types: Q = Qualified NQ = Non-Qualified (mostly REIT’s and BDC’s) K1 = K-1’s (MLP’s and other partnerships) C = Canadian for companies located in Canada. […]
My Top 10 Dividend Growth Stocks for the Long-Term
One of our Dividend Geek slack channel members asked me the question: “If I were to invest in only 10 dividend stocks what would you say they should be?” Here is my response. BTW, I’m looking to hold these Top 10 stocks long-term a minimum of 5 years, preferably over 20 and well into retirement. […]
Dividend Growth Stocks with Improved Quality Scores
Several companies that we follow have recently improved their overall quality score through either improved fundamental rating, wider economic moats, improved stewardship or higher dividend safety score. Here is a quick list of the companies with higher quality scores. Remember each of the five categories has a maximum of 5 possible points, so the highest […]
Initiated a Position in AOS Today
Bought a little A.O. Smith (AOS) this morning at $57 to for an initial position. I set a notification at $55.31 to consider buying more. AOS has been the #1 capital gain performer on our new ‘Long-Term Dividend Growth’ portfolio up 6.80% since the beginning of this year. Still 7% below fair value estimate even […]
Favorite Investing Apps
I’m always on the lookout for good mobile apps to improve my investing performance. Here are three that I have been using for a few months now and have found to be very useful for different aspects of investing. Notifications Notifications are a very important aspect for active investors. I have tried several mobile apps […]
Recent Dividend Increases
Texas Instruments (TXN) previous payout $0.90, next dividend $1.02, a 13.33% increase. Realty Income (O) previous monthly payout $0.2335, next dividend $0.234, a 0.21% increase. Store Capital (STOR) previous payout $0.35, next dividend $0.36, a 2.86% increase. Microsoft (MSFT) previous payout $0.51, next dividend $0.56, a 9.80% increase. American Tower (AMT) previous payout $1.10, next […]
Updated Sectors Dashboard
The sectors dashboard which allows investors visibility into each of the 11 S&P 500 sectors has been updated. In order to include more information about each sector I have changed the design from a horizontal to a vertical orientation. The new design now includes two additional metrics, the Year-To-Date (YTD) percent performance and the daily […]
How I’m Investing in a Post Pandemic World – #5
Let’s take a deeper look into the first ETF WisdomTree Cloud Computing (WCLD). To give you context let’s jump into the exactly what this ETF is made of and look at its holdings. There are 52 individual companies that comprise this fund. ETF Style Objective Expense Ratio Return Yield Dividend Growth Economic Moat P/E Ratio […]
How I’m Investing in a Post Pandemic World – #4
Continuing from the previous post (How I’m Investing in a Post Pandemic World #3) let’s check to see if my new investment strategy satisfies objectives #4 and #5: #4 -High performance by taking advantage of future growth industries via concentration, but still provide diversification against business risk From my research I selected two aggressive growth […]
Updated ETF Screener
The ETF screener has been moved to the main menu and updated to include four aggressive growth ETF’s (Exchange Traded Funds) and two new dividend yield ETF’s. The new aggressive growth ETF’s are: WCLD – Wisdomtree Cloud Computing Fund QQQ – Investco QQQ Trust (Nasdaq 100) XLV – Health Care Select Sector SPDR Fund ARKK […]