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Another Great Analysis
#1
Another great analysis of why what we do here is such a good idea:

http://seekingalpha.com/article/3973726-...ears-later

By SA Contributor Bob Wells
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
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#2
Wow, the dividend growth portfolio beat by a mile. I expected it to win, but it was only five years.
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#3
This is a good read, especially on a day when I'm on the fence about continuing DGI.
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#4
(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?
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#5
(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.
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#6
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.
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#7
(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.
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#8
(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.
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