Posts

Featured Post

On Warren Buffett, ETFs, And The Democratization Of Investing

Image
I’m an average guy. When I travel to New York City, I stay at the Affinia Shelburne in Murray Hill. I usually pick up breakfast at the bagel shop just down the street, or the Pret A Manger at 41st and Lex. Maybe I’ll grab a little lunch at the original Shake Shack in Madison Square Park. And the last time I visited, I had a great $12 bowl of Tokyo Chicken at Momosan Ramen & Sake, Chef Morimoto’s cool ramen bar at 342 Lexington.

I’ve never been able to stay at the Plaza Hotel, nor have dinner at Per Se or Masa. As I say, I’m an average guy. Not poor, by any means. But not so wealthy that I can consistently engage in pursuits where money is no object.
Perhaps that is why a particular point that Warren Buffett made in his 2016 Shareholder Letter, and the way he explained it, really caught my attention. You see, for about two years now, I have been writing on the topic of ETFs. As I have done so, I have focused on the issue of cost; of keeping your expenses low and putting as much a…

Added A Little General Electric To The ETF Monkey Core Monthly Dividend Portfolio

Image
In February, 2017, I wrote an article for Seeking Alpha entitled A Dividend Portfolio Built From The World's Best Dividend ETFs. I later expanded on the work I did in a second article, entitled 20 Top Stocks For A Monthly Dividend Portfolio. In this article, I expanded the original portfolio of 12 stocks to 20, with the specific goal of adding companies that, together, generated at least some level of income for the portfolio each and every month.

At the end of that second article, I revealed that I had "put my money where my mouth is," selling all my holdings in 4 dividend-focused ETFs and replacing them with the 20 stocks listed in the article, as well as two "bonus" stocks. I implemented all of this on July 20, 2017.

This morning, I added a few additional shares of General Electric (GE) to the portfolio.


My original position was purchased at $26.77 per share. Since that time, the share price has continued to decline, allowing me to pick up a small a…

Added A Little Starbucks to The ETF Monkey Core Monthly Dividend Portfolio

Image
In February, 2017, I wrote an article for Seeking Alpha entitled A Dividend Portfolio Built From The World's Best Dividend ETFs. I later expanded on the work I did in a second article, entitled 20 Top Stocks For A Monthly Dividend Portfolio. In this article, I expanded the original portfolio of 12 stocks to 20, with the specific goal of adding companies that, together, generated at least some level of income for the portfolio each and every month.

At the end of that second article, I revealed that I had "put my money where my mouth is," selling all my holdings in 4 dividend-focused ETFs and replacing them with the 20 stocks listed in the article, as well as two "bonus" stocks. I implemented all of this on July 20, 2017.

This morning, I added additional shares to one of the holdings for the first time. That holding is Starbucks (SBUX).


In brief, my original position was purchased at $58.12 per share. This price represented a decline of almost exactly 10% from th…

Synchrony Bank Raises Rates - A Great Day For Savers!

Image
Great news for online savers! Synchrony Bank, which at 1.05% already sported one of the most competitive interest rates for an online savings account, announced today that, effective 6/1/17, the rate is being raised to 1.15%.


Now, this is nothing earthshaking. It's one-tenth of one percent. However, this is the first time in years that I have seen one of the online banks actually raise their interest rate. A little research appears to reveal that competitor Ally Bank has also raised their rates. Their website appears to show their rate as 1.05% effective 6/1/17, as opposed to the previous long-standing rate of 1.00%. Another major competitor, Capital One, appears to be falling further and further behind, with their rate remaining at a comparatively paltry .75%.

Since the financial meltdown of 2007-2009, one of the groups that has suffered the most are small savers. While the stock market has soared, benefiting those fortunate enough to have both the money to invest as well as the…

ACTION ALERT: Added A Little T & VZ This Morning

Based on the principles I outline in this article, I added a small amount of AT&T and Verizon to the portfolio this morning.

My personal portfolio hit a recent high on March 17. This morning, I ran my personal report and evaluated the respective weightings of T & VZ as of 3/17 vs. this morning. Due to some recent uncertainty in the case of both companies, and a soft quarterly report from Verizon, their prices have softened and their relative weightings had slipped compared to the overall markets. I just thought it was a nice opportunity to pick up some dividends in the 5% range.

Worried About A Market Downturn? Protect Yourself With This ETF

Image

Play Defense With This 7-ETF Portfolio

The U.S stock market has had a great run. Let me give you just a couple of numbers to ponder. On March 1, 2017, the S&P 500 index closed at an all-time high of 2,395.96. That represented a 254% gain from its close of 676.53 at the low point of the bear market on March 9, 2009. Alternatively, viewed from a more recent perspective, it also represented a 31% gain from its most recent low close of 1,829.08 back on February 11, 2016.

Given all of this, investors may rightly be concerned with finding a good balance between maintaining some exposure to the possibility for gains while at the same time ensuring at least a reasonable level of capital preservation. After all, if the markets experience a sudden, sharp selloff, paying attention to this now may help to allay investors’ fears while also preserving capital to take advantage of subsequent market recoveries.

With all of this in mind, I decided to write a brief post for my friends over at Whotrades.com featuring a 7-ETF …

3 Best High Dividend Yield ETFs

Once you have established the core of your portfolio with a world-class total U.S. market or S&P 500 ETF, you may wish to add one or more ETFs that focus on dividend-paying stocks.

Broadly speaking, these fall into two categories: 1). High Dividend Yield and, 2). Dividend Growth. As can quickly be surmised, the priority for the first type is to select stocks that pay a high current dividend yield while the second type focuses on stocks that, while perhaps not currently paying as high a yield, are judged to have excellent prospects of growing that yield over time.

In this article I wrote for Seeking Alpha, I review what I consider to be your 3 best choices for high dividend yield.

Enjoy!

-----------
Authors Note: If you like my work, I would be profoundly grateful if you would take a minute to follow me on Twitter, Facebook, and/or Google+, as well as feature my work to friends, colleagues and/or relatives who may be interested in the subject matter. Growing one's rea…