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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Debt Free who wrote (3939)	2/27/2010 3:04:49 PM
From: Investor2	Respond to of 34328

Re: "Just curious what percent of your portfolio is currently in cash and if you are planning to increase, decrease or keep it about the same in the next 30 days?" My % cash is decreasing because of increases in stock prices and ongoing periodic investment in stock and bond funds. It's still probably way too high. I2

To: Debt Free who wrote (3939)	2/27/2010 3:25:36 PM
From: chowder	Read Replies (1) \| Respond to of 34328

I'm fully invested, only have cash position from the dividends that have hit the accounts in the past week. I plan on investing that cash Monday AM. I have no intention of building a cash position and now have most stocks on dividends being reinvested. Capital gains in the near term or even coming year are not a concern to me. My only concern is dividend growth and quite a few of my holdings have already announced they are increasing the dividends this year. The only margin I will use is if AA drops down to about $10 and I'm not sure that will happen. My primary objective is to increase the amount of dividends I receive on a monthly basis and I can't do that if I build a cash position. If I did a good job of selecting quality stocks that increase their dividends annually, I assume share prices will catch up if the markets pull back in the next 30 days or more.

To: Debt Free who wrote (3939)	2/27/2010 3:26:31 PM
From: Steve Felix	Read Replies (1) \| Respond to of 34328

With $1007 cash in my IRA, that is .5%. lol! Bottom line for me there is estimated annual income, and holding cash doesn't increase it. I've got some margin in my taxable account. Cashing in at the moment would cost me about 10% of what I made on margin last year. :O(

To: Debt Free who wrote (3939)	2/27/2010 7:07:25 PM
From: JimisJim	Respond to of 34328

I am about 20% cash in my stock PFs right now as I transition swing trading into divvy investing -- was 50% just 6 weeks ago... also turning in swing trade gains to divvy positions. No margin -- ever -- since the 1990s Jim

To: Debt Free who wrote (3939)	2/28/2010 2:24:43 AM
From: upanddown	Read Replies (1) \| Respond to of 34328

I am approx 12% cash and will definitely be increasing cash this spring but more by the end of April rather than March. I see a nice rally this spring that will exhaust itself by the end of April. "Sell in May and go away" didn't work last year but that only convinces me more that it will be the way to go this year. A 60-year record of meager returns in the period May 1 through Oct 30 can't simply be dismissed as a statistical anomaly. investmentpostcards.com I really am looking for defensive plays to ride out the summer and fall, maybe TIPS or investment-grade bonds if treasury spreads widen. I really don't want inverse-market stuff since I see more of a slow grinding down rather than a big dive. Another problem with the inverse stuff is that they consistently miss their targets and a lot of them appear to be little more than scams designed to enrich the operators. I would also like to do more deep-in-the-money buy/writes on div payers. The problem is with the VIX at 20, the low volatility makes it hard to capture acceptable levels of time premium on the call sales. I may have to accept lower prices on the calls because the downside protection they give you can be very attractive when you have a slightly bearish outlook. What I don't want to do is sit in MMFs paying crap. John