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Constructing an attractive yet sustainable dividend growth portfolio is no easy feat, especially one that meets your expectations. As much as you try, you will eventually invest in a company whose dividend growth rate doesn't meet your expectations. For us, we want to attain a dividend growth rate of at least 6% a year on average, and ideally faster than that. Every investor needs a process for evaluating whether a company is a net positive on their portfolio, or if it’s weighing it down. But it’s not black and white. If the dividend growth hasn’t been there, but the stock price has done well and you've owned it for a long time, reaching a decision can be complicated. The dilemma is: do you sell the company and move on, or can you see a clear path for the company to get back on track? For our 17th episode, Greg looks at Emerson Electric (EMR), a company we have owned for over 10 years. While the stock has returned over 150%, the dividend growth rate has not met our expectations. Faced with the dilemma of selling the company, he takes you through our process of how we figure out what to expect going forward. Later he contrasts this story with Hanes Brands, a company that we eventually sold.Within the show, we use a simple dividend growth model as a starting point. If you would like to follow along, it is linked below:EMR Simple Dividend Growth ModelVisit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
More on dividend growth investing  -> Join our market newsletter!It's safe to say that the stock market faces some daunting problems currently. To some investors, it's enough to make them change their strategy, seek alternate investments, or pull out entirely. Regardless of the negative consequences those actions can have on your portfolio, haven't investors always faced challenges? As Morgan Housel brilliantly states:  "Every past market decline looks like an opportunity, and every future decline appears to be a risk." Understandably, if you were to listen to all the noise out there, it'd be hard to look past your nose. That is why in environments like this, one of the best things you can do is take a step back and gain some perspective.  In this episode, Greg shares a couple of reassuring stories that illustrate how important it is to stay the course. In fact, if you stay on track long enough, it could result in immense wealth. He examines how a rental property investment might perform decently well, but falls short in comparison to dividend growth. Later he takes a look at NASA's recent D.A.R.T. mission success, drawing a comparison to long-term investing.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
More on dividend growth investing  -> Join our newsletter!For most investors, if their portfolio went up by X amount in Y years, they'd be satisfied. Yet simultaneously, those same investors secretly hope they bought the next big thing, waiting for the stock's price to grow 10x. In truth, 10x-ing a stock price is challenging. It requires resources, unique ideas, and a willingness to go above and beyond fellow market participants. To the average investor, expecting every investment to go up tenfold might be wishful thinking. But what about growing your portfolio income 10x? Now that is much more attainable... In this month's episode, Greg examines 3M, a company that has been in our portfolio for over a decade. Although the company's stock has recently seen a decline, he makes the case that it is much easier to 10x a stock's income than it is to 10x a stock's price — all it takes is a mindset. Later, he explores if there is any value in market predictions and forecasts. Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
More on dividend growth investing  -> Join our newsletter!What do you do when one of your investments has rapid success? Do you sell it for a quick gain hoping to buy it back later? Anytime you buy or sell you have to make a decision, and with every decision comes another chance of being wrong.  Large jumps in stock prices are tempting, but they put investors at a crossroads. You have to decide if your goal is to make money... or to create wealth.In this month's episode, Greg outlines the best way to execute the dividend growth strategy, and specifically, how to stay disciplined when things go well. He dives into Williams-Sonoma, a specialty retailer with a nearly flawless balance sheet that has rallied almost 45% in just a couple of months. It has proven to be a lucrative opportunity, but it poses unexpected challenges to the individual investor. Using 4 different scenarios, he walks through why selling early might put some cash in your pocket but is counteractive to building wealth.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
When the only streak in the market seems to be a losing one, it's easy to wonder if you should jump ship. Bear markets test the resolve of even the most seasoned investors. But the investors that achieve next-level success have unwavering faith in their strategy, standing strong regardless of market conditions. One of these exceptional investors is Ronald Read; a simple man, with a simple lifestyle, and a simple strategy. Yet, there was nothing simple about his discipline over the course of more than 70 years of market events.In this month's episode, Greg takes you through the complete story of Ronald Reed. You may not know his name now, but his story is one to remember when the going gets rough. He also takes a look at current market conditions and provides some brief updates on companies we have covered in past episodes.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
In this month’s special episode, Greg interviews Simeon Hyman, the Global Investment Strategist and Head of Investment Strategy at ProShares. With over $60 billion in managed assets across more than 100 different ETFs and funds, ProShares is a large-scale player in the financial markets. Their second-largest fund, The S&P 500 Dividend Aristocrats Fund (Ticker: NOBL), is a testament to the power of dividend growth and showcases just how effective compounding returns over time is. During the interview, Greg picks Simeon’s brain about dividend growth investing and how NOBL executes this strategy extremely well. Later, Greg and Simeon dispel some misconceptions some investors may have.As June marks the 12th monthly episode of TDM, a full year of growing dividend checks is in the rear-view mirror. Considering everything we’ve covered so far; we hope you enjoy this special interview! Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
There are many factors to blame for the ongoing bear market. While 2022 appears to have never-ending red days, the topic that hits closer to home is red-hot inflation. It may be challenging to invest in an environment like this, but you will undoubtedly lose purchasing power if you don't. It seems investors are between a rock and a hard place.In this episode, Greg eases the dilemma of choosing where to put your assets during high inflation. It shouldn't come as a surprise that a growing income stream of dividends is an excellent place to start. Later on, he looks at the market's overall valuation and takes a different approach toward speculation (contrary to what Warren Buffet may say). At the end, we introduce our first official segment, "Right, Wrong, or Who Cares?" to ensure we're staying up to date with our investments.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
On the surface, a lot of companies may look like they fit the dividend growth model and could be good candidates. But you have to be careful, they could be duds. As with all investment ideas, it's never a bad thing to dig a little bit deeper into the company. At a minimum, you have to get a clear picture of how the company can sustain its operations, margins, and dividends. If it is hard to see how the company gets from point A to point B, that is a red flag. In this episode, Greg uses Whirlpool as an example of a company that deceptively appears to fit the bill, but probably has a high chance of falling short. Later, he takes a look at how much you pay for growth versus value and why it is critical to pay attention.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
A lot has happened in the span of a month, especially in regard to inflation, interest rates,  and the Ukrainian War. These events have only added to the downward momentum of the stock market so far this year,  painfully reminding investors that not every year can be like 2021.Last month we took an in-depth look at two investment ideas: Chevron and Clorox. Has the recent market volatility really changed the long-term prospects of these companies? It is never fun to watch your account value sink, but in this episode, Greg argues that only more opportunities have presented themselves. He also examines how to determine whether to buy, hold, or sell, when dividend growth is the key goal. It is only natural to have anxiety about the market right now, but by adopting the dividend mindset, you can sleep better at night. Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Normally, finding investments that fit the sustainable dividend growth strategy is challenging on its own. With the high valuations in this current market, it becomes even more difficult to find those companies at an attractive price. In this episode, we explore the future of the energy sector (dirty) and recent developments with Clorox (clean) while Greg shares why he thinks both could be great opportunities.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Some investors may think that investing for dividends comes at a sacrifice. In this episode, we discuss how that couldn't be further from the truth.  However, there is an important caveat− investing for growth is NOT the same as investing for yield.  We'll also look at AT&T  to see this distinction and recognize that not all dividends are built the same.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Putting together everything we've learned so far, we make the case that not only is 6% dividend growth attainable, but it can be reasonably expected in a variety of market environments. Stay tuned for a Q&A segment that goes deeper into the ins and outs of the dividend growth strategy.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
The Penny Story

The Penny Story

2021-11-0411:52

If I offered you $10 million right now, or a penny that doubles in value every day for a month, which would you choose? In this episode, we explore this question and how it applies to your investment portfolio.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
This month, we analyze the returns of top-performing stocks over the past few decades with and without dividends. The catch? If you have the will to hold on for the second decade, your returns will be staggering. Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
It is easier for a company to simply pay a dividend than it is for them to grow it consistently. In this episode, we look at four factors that are regularly characteristic of sustainable dividend growers.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Building on the previous episode, this month's installment looks at two contrasting types of dividends. Is investing in a growing, or a high-yielding dividend better? SHOW NOTES FOR GROWTH VS. YIELD Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
In this episode, we examine the importance of dividends in a portfolio and how they have affected market history.Visit our website to learn more about our investment strategy and browse all things dividends!Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
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