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.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan