Trimming My Watchlist

If you are a reasonably active investor, you probably have a watchlist. And if you are anything like me, that watchlist has grown over time. At this point in my investing career it’s time to trim my watchlist some. This will be an active exercise of that process. My reasons are numerous; I am going to focus on my better ideas and “average” ideas are probably better in a diversified…

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Making An About-Face On A Dividend ETF

Monopoly dividends

May 29th, just about two weeks ago, I wrote an article here about a dividend ETF not for me (at least not yet). I’ve decided to make an about face on this ETF and take another look. This is covering the SPDR® Portfolio S&P 500® High Dividend ETF (SPYD). Firstly, I do recommend you read over my initial article if you have not. Now some of the same major components stand: Contains…

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Added To Simon Property Group

Simon Property Group (SPG) is a global leader in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE:SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales. To begin with, there has been a constant drum beat about the death of retail and the death…

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A Dividend Focused ETF Not For Me (At Least Not Now)

I was reviewing the SPDR® Portfolio S&P 500® High Dividend ETF or SPYD for inclusion into my dividend portfolio. From the State Street website: The SPDR® Portfolio S&P 500® High Dividend ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® 500 High Dividend Index (the “Index”) To dig into that a little bit further, here is the bit about the index itself: The…

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Take a Bite From This Apple (No, Not That Apple)

As part of my goals for this year, every interesting stock idea must successfully pass through my investing framework. This is a series of qualifications on both an individual and portfolio level. The first company under that lens is Apple Hospitality (APLE). Apple Hospitality is a real estate company that owns a portfolio of hotels across the United States. You may not realize it but the companies that operate hotels…

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Reviewing 2018 and Moving Forward In 2019

Introduction First, I have to apologize for my lack of adding content to my personal blog. It’s not that I have lost any interest or focus in dividend investing, but my time that I can allocate for personal blogging is less than what I may have hoped. I hope to get into a better cadence this year and jot thoughts down on what I am looking at in real time.…

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Sample Custom Stock Alerts Use Case

As you know I follow a lot of companies but mostly dividend paying companies.  I wanted to highlight one sample use case of Custom Stock Alerts.  General Mills reported earnings this morning and based on those earnings I like to adjust the alerts I have setup.  In particular I want to highlight the power of what a membership can offer through unlimited alerts. To start, packaged food companies have been…

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Great Time To Add More SCHD

Monopoly dividends

The Schwab US Dividend Equity ETF (SCHD) has been a pillar of my investing portfolio.  At a very high level, it’s a low-cost ETF that invests in quality, dividend paying (and growing) companies.  I own it in both my retirement account as well as my taxable account.  There are numerous reasons why I own it and will continue to add to it.  In fact, I am preparing to add more…

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