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

To: E_K_S who wrote (26478)	2/5/2017 2:24:14 PM
From: Max Fletcher	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 34328

I've subscribed to the Morningstar dividend newsletter for quite some time, and was pleased with it until Josh Peter's recent departure. It might still continue to be worthwhile, but the jury is out. I like that they have access to M* research. They provide in depth commentary on the stocks in their model portfolio, and some commentary on other widely held income stocks. I subscribed to Motley Fool income for several years. It provided some interesting investing ideas (and I credit it for getting me into MLPs in 2008) but it's a little too scattered and unwieldy and they have recommended a number of 'outside the mainstream' stocks that frankly haven't done well in many cases. I recently dropped it in favor of Simply Safe Dividends. Simply Safe Dividends has 3 or 4 model portfolios including ones for retirees, young folks, core positions. They have a proprietary tool which evaluates any company on a wide variety of metrics, and comes up with a safety and growth score. You can enter all your portfolio positions and share count and it will give you an overall safety score and growth score. You can click on one of your positions and it gives a vast amount of historical data, financial metrics, ROE, ROI, free cash flow, and so on all in one place. It's a pretty handy tool. It's a bit pricier than the other newsletters, but it's been a fresh source of info and evaluation so I'm pleased with it so far. In addition, they give a monthly commentary on the overall markets, not unlike how Josh Peters used to do. I believe they have a free 30-day trial. Since I'm completely managing my own funds in retirement, the cost of these newsletters is negligible compared to the fees imbedded in mutual funds or an advisor. Note that a lot of these newsletter writers, such as Simpy Safe Dividends and Brad Thomas, write quite a few articles at Seeking Alpha so you can get a lot of ideas even if you don't subscribe. Chuck Carnaval is another one there well worth reading, maybe the best (along with his FAST tool). Here is Simply Safe at Seeking Alpha: seekingalpha.com I'd be interested in other resources folks here use. Max

To: E_K_S who wrote (26478)	2/5/2017 2:55:32 PM
From: TigerPaw	1 Recommendation Recommended By gizwick Respond to of 34328

That is good advice for self-directing your portfolio. Reading this group is also beneficial. I've had good success since I dropped full service brokers and ran my own portfolio. I actually removed 1/3 of the asserts and moved them into real-estate a few years ago because I had reached my goal for how much of my retirement would be tied to the market. I'm trying to plan the next phase of my retirement where I may not have the energy or ability to self-direct my assets. Early planning is key to success in any phase of retirement.