04-28-2021, 07:04 AM
(04-27-2021, 08:22 AM)EricL Wrote:Those are quality articles Eric, and I enjoyed the comments section. You've remained consistent in your approach. I know you enjoy your spec port, but you haven't lost your focus of the big picture fundamental valuations. I like your investment style because it reminds me of the process we used when I was in an investment club as a young man. And you often sound like Chuck Junior lol. That lonely voice nobody wants to hear until it matters.(04-26-2021, 10:07 PM)EricL Wrote: My thoughts on growth vs. income.
High Dividend Growth Stocks
If I had to do it over again with my public portfolio I'd go more with the 1-2% yielders and less with the 4-6% yielders.
Let capital gains build with the higher growth stocks and save the higher yielders until I need the income at retirement.
Fortunately, I've had a good mix of both so I've generated some nice capital gains in stocks. I've learned a lot in the eight years since I started the project, which was the whole reason for doing it in the first place.
Here are two more articles I wrote on Seeking Alpha talking about high growth vs. high yield.
High Yield Or High Growth: Which Belongs In Your Portfolio?
High Yield Or High Growth? Real World Vs. ‘The Matrix’