Category Archives: Dividend Growth Strategy

The Fourth Scenario For When Should I Transition From Capital Gain Investing To Dividend Growth Investing? – Seeking Alpha

The Fourth Scenario For When Should I Transition From Capital Gain Investing To Dividend Growth Investing? – Seeking Alpha: Introduction

An author, whom I consider a friend, Robert Allan Schwartz, recently penned an article describing his views on when young investors should transition from growth to dividend growth investing. In this article found here, he created a series of three scenarios and created a set of parameters from which to run them on. Although I felt that his parameters were reasonable, and his scenarios plausible, I also felt that they grossly underestimated the true power of what I would call a pure growth strategy. Frankly, I felt he inadvertently shortchanged the powerful performance capabilities that true growth stocks are capable of achieving.

Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? – Seeking Alpha

Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? – Seeking Alpha: For the past couple of years, an active discussion or debate has been going on between proponents of dividend growth investing [DGI] and proponents of modern portfolio theory [MPT]. I have been in the middle of some of those debates. I often wonder whether the two strategies for portfolio construction can be reconciled. I will state my preference up front: My primary investing strategy is a DGI strategy. I recognize that many readers will see this as biasing this article. I am sure that any mistakes, stereotypes, or misconceptions can be rectified in the comments section.

Refining the Triple Play Income Strategy – Seeking Alpha

I created the Triple Play Income Strategy a few months ago to help income-oriented investors zero in most effectively on the kinds of stocks that best suit their needs and risk tolerances. (Click here to see the introductory article.) This is not as simple as it sounds. Many assume that saying “I want income” amounts to a clear, unambiguous, statement that should point them or their financial advisers directly toward the right set of securities. That is absolutely not the case. Income investing involves a variety of valid but often contradictory considerations.
The Triple Play approach chooses 15 stocks for each of three separate income-oriented styles:
1. A Core Income Strategy
This is for investors who want a decent yield and as little bother as possible (preferably none at all) with other issues such as the safety of the payout, the risk of loss due to fundamental deterioration, the potential for dividend growth, or the need to supplement yield with good share price appreciation.

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