01-30-2022, 08:59 AM
My response to a comment on another dividend growth board:
++I am going to bring this up, because I see so many comments on how great investments are during the good times, but they tend to disappear during other times. ++
Kathy and I have lots of great investments, for us. Dividend/distribution income is at an all time high.
I have highlighted a recent one, EOG, this morning.
We are very happy with our Canadian banks. LMT has done very well.
Buy quality, collect dividends and reinvest them into fairly valued or undervalued companies with mid-yield or better dividends and average or faster dividend growth.
Dividend safety, current yield, dividend growth and valuation at time of purchase, those are our four pillars for the overwhelming majority of our equity investments.
In the next month I will be trimming some more overweight and overvalued positions back to full weight or less and using the proceeds to add to or open positions that meet acceptable levels on those four pillars.
++I am going to bring this up, because I see so many comments on how great investments are during the good times, but they tend to disappear during other times. ++
Kathy and I have lots of great investments, for us. Dividend/distribution income is at an all time high.
I have highlighted a recent one, EOG, this morning.
We are very happy with our Canadian banks. LMT has done very well.
Buy quality, collect dividends and reinvest them into fairly valued or undervalued companies with mid-yield or better dividends and average or faster dividend growth.
Dividend safety, current yield, dividend growth and valuation at time of purchase, those are our four pillars for the overwhelming majority of our equity investments.
In the next month I will be trimming some more overweight and overvalued positions back to full weight or less and using the proceeds to add to or open positions that meet acceptable levels on those four pillars.