Wow, the dividend growth portfolio beat by a mile. I expected it to win, but it was only five years.
This is a good read, especially on a day when I'm on the fence about continuing DGI.
(05-12-2016, 01:38 AM)navyasw02 Wrote: [ -> ]This is a good read, especially on a day when I'm on the fence about continuing DGI.
What are you considering switching to?
(05-12-2016, 04:01 PM)NilesMike Wrote: [ -> ] (05-12-2016, 01:38 AM)navyasw02 Wrote: [ -> ]This is a good read, especially on a day when I'm on the fence about continuing DGI.
What are you considering switching to?
Thinking about going to total stock market index funds for more diversification.
I think 20-25 non-correlated DGI holdings actually provide more diversification than a total stock market index fund. Lots of overlap in there along with plenty of dog stocks IMO.
(05-12-2016, 08:38 PM)NilesMike Wrote: [ -> ]I think 20-25 non-correlated DGI holdings actually provide more diversification than a total stock market index fund. Lots of overlap in there along with plenty of dog stocks IMO.
I agree. I pulled the first page of stock holdings (roughly 25) in the total stock market funds, most of which I already own as part of my portfolio.
At this point I have most of the top names in my Roth. My taxable has a mix of the remainders. I might double own a few positions between roth and taxable for some blue chips.
(05-12-2016, 08:38 PM)NilesMike Wrote: [ -> ]I think 20-25 non-correlated DGI holdings actually provide more diversification than a total stock market index fund. Lots of overlap in there along with plenty of dog stocks IMO.
Gotta agree with NilesMike. I bet most DGI'ers portfolios are about as diversified as the S&P 500. If you truly want to diversify, consider real estate, or something outside of the stock market.