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


To: E_K_S who wrote (19584)5/4/2014 1:14:07 AM
From: Steve Felix  Read Replies (1) | Respond to of 34328
 
I must say that this makes absolute sense: "My positions that have dividend reinvestment have grown in size faster than those where I received the dividends in cash."

What it doesn't say is what did the stocks do that the money was used for. Unless you are saying that the
stocks you bought with the funds underperformed, which I doubt, since I know you as a value investor.

Jmo that the market throws out bones and if I wasn't collecting the dividends it would be harder to take advantage. You do some reinvesting, some do all, some do none. Some turn it on and off depending on the stock price. That is part of running our own money, doing it as we want.

Our top position sizes are not that much different. Your top 7 = 41%. My top 7 = 36%.

Spreading the risk over the high yielders, I have 16 more positions. Average of the rest of your 33 positions
would be roughly 1.8%, rest of my 49 positions 1.3%. Five of those positions are preferreds of 200 shares or less.

Going forward I expect my number of positions to come down and avg. position size to go up.



To: E_K_S who wrote (19584)5/5/2014 7:07:34 PM
From: E_K_S  Respond to of 34328
 
Interesting Review of my Top 6 positions in the IRA when viewed over 5 years.



I was surprised to see that my Drug stocks outperformed. Even beat CVX. All beat the S&P 500 and no management fees paid.

EKS