07-26-2016, 12:47 AM
Rob, thanks for posting that pdf here. It will eventually disappear from M*'s web site and it's a good article to review now & then.
I was wondering when we were going to get to this point. I could see it with some of my holdings. For me, I tried to diversify a little as far as yield, payout ratio and DGR although it wasn't a primary consideration when planning out our portfolios. As long as I can maintain a portfolio wide dividend growth rate above 6% annually, as set in my portfolio business plan, I won't be too concerned. If it drops below that for a couple years in a row, then I might become more concerned but as of now, I'm content to watch.
I was wondering when we were going to get to this point. I could see it with some of my holdings. For me, I tried to diversify a little as far as yield, payout ratio and DGR although it wasn't a primary consideration when planning out our portfolios. As long as I can maintain a portfolio wide dividend growth rate above 6% annually, as set in my portfolio business plan, I won't be too concerned. If it drops below that for a couple years in a row, then I might become more concerned but as of now, I'm content to watch.