Recent Blog Posts
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 […]
How I’m Investing in a Post Pandemic World – #3
Continuing on the question of diversification vs. concentration from my previous post… My dividend growth investing strategy for income, income growth and value using individual stocks put me clearly in the diversification camp, which reduces what’s called unsystematic risk or business risk. The other type of risk is systematic risk. Systematic risk affects the market […]
How I’m Investing in a Post Pandemic World – #2
First I’m going to focus on the ‘What’ I plan on investing in going forward in this post pandemic world. Then I will cover the ‘How and When’ to invest. I’m not sure how many posts this will take, so let’s get started. First let me give you a little background. I am and have […]
Recent Dividend Increases
Here are the recent dividend increases that have been announced over the past two weeks for dividend growth companies that we follow: Altria (MO) next dividend of $0.86 per share, a 2.4% increase from MO’s previous payout of $0.84. American States Water (AWR) next dividend of $0.34 per share, a 9.84% increase from AWR’s previous […]