(03-14-2021, 08:07 PM)ken-do-nim Wrote:I'm not good at it but getting a little deep at the correct time is how cyclicals pay off. Just do it over time, and if you go overweight it HAS to be a rock solid company that that can ride out the unexpected, otherwise you are just gambling and that's not DGI. We never know where the bottom is. With no commissions I've made many small buys on TSM. I wouldn't be happy if I'd went all in FEB when I thought the dips were decent. If I catch a good run through 2021 I'll shift some of it into something else I want to own.(03-14-2021, 05:18 PM)fenders53 Wrote: Enjoyed the blog as always. Congrats on the new pooch. A lot of good comes from pet ownership as long as the children are responsible for some the care responsibilities. My daughter did a role reversal on me. She got a Lab and a Shepherd puppy, then about 15 months later she takes a job hours away and an apartment where she can't have large dogs. So I guess you could say she got her parents a dog.At least for awhile.
Ken
Tracking dividends quarterly will provide some encouragement. Track the Div growth rate as well as the gross numbers though. Just as Eric did, it makes it clear which ones are not on the right track for returns a decade from now. STAG isn't a terrible company to own, but the growth rate might as well be zero. If it's not a short term problem, there is probably a similar option out there with a 5%+ growth rate.
I would definitely average into financials if you buy one that has run up a lot lately. Macro financials will probably remain volatile and provide a reason, real or perceived for the market to be skittish on them temporarily. You can usually get a very good deal on some shares when they go extremely out of favor temporarily. That's been at least an annual event for years now. For the sector anyway.
My daughter wants a dog too, but it would end up being my dog sooner rather than later.
Yeah, quarterly does seem better than monthly. Rate as well as gross too, check!
The financial companies all look to be spiking now, just as the techs are sinking. I will only nibble I agree it's not the right time to jump in. Speaking of tech, just read an article about the semi-conductor shortage and how only Taiwan Semiconductor and Samsung makes them. Since you can't buy Samsung directly, I think I will triple down on TSM.
I still suggest a token position in a few great DGI stocks that are just way overvalue. It will be on your radar and you'll know when the price is more reasonable. Regarding financials I made a lot on MET doubling down on the Covid crash. I'd never suggest you get in deep MET now even though the dividend is still pretty good. I just don't enjoy being down for 3-5 years on a foolish entry. Some dividend paying financials are truth growth stocks. Most are not.
And tracking dividends quarterly will generally get a payment from most or all of your holdings. Div pay dates can change of course. Monthly doesn't mean much until you have a full year of history.