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Strategies & Market Trends : Dividend investing for retirement
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To: JimisJim who wrote (30965)3/29/2019 7:26:04 PM
From: E_K_S2 Recommendations

Recommended By
Celtictrader
Mannie

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Built a large cash position in October 2018 (25%) and started to accumulate GOLD (formerly ABX) since they have one of the largest domestic gold mines in the US (located in NV). They pay an ok dividend when I compare that paid at my Credit Union just over 2%. Since then I have built a 1.5% portfolio position and see it as a parking space for my some of my cash reserves.

I also hold a lot of natural resource stocks, all pay good dividends too. I have large positions in BHP and AAUKY that I have owned for over 25 years. Those companies have exposure to minerals all over the world so my recent buys in GOLD, was mainly because of their domestic production.

EU is very weak. Both Germany and Japan have negative interest rates. Debt over $22 Trillion and many States Counties and Cities have huge unfunded liabilities.

The True Size Of The US National Debt, Including Unfunded Liabilities, Is 222 Trillion Dollars

Now we see this week an inverted yield curve but really not long enough to signal a recession YET, but just another data point. We will probably see money flow into the US from these countries w/ negative interest rates but that will last only so long. US is the strongest economy and GDP still growing.

I am always planting small investment seeds in micro cap and small cap companies that are special situations in niche markets, technology and even undervalued propositions.

Have recent Buys in M (6% div) and really a real estate play as they own all of their store properties and NOK a 5G play w/ a 3% dividend.

Since October at 25% cash, I have about 20% cash reserves now (even after my GOLD buys). Also made a sizable Buy in NRZ when they did their secondary earlier this year. It yields 12% but on a short leash if/when they may/could see problems in the mortgage sector.

FWIW, I always stay invested but at 20% cash now, probably my largest cash positiom ever. I typically keep a 5% cash reserve. I am looking at a potential real estate project next year so I do plan to pay cash and would use most of those reserves to do that project. No debt either as I paid off all mortgages in 2011 after my last real estate project. That property generates a Cap rate around 10% and continues to work out great.

Stocks End Q1 With Best Start In 21 Years As Earnings & Bond Yields Plunge

Good investing and a great start to the 1st Quarter 2019.

EKS
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