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Wealth Builders Community
Public • 126 • Free
17 contributions to Wealth Builders Community
Oct 6 in
Just when I thought I heard everything.
I spoke with someone recently who gave rather unusual investment advice. Buy VWO when under 35 (market is undervalued) and sell when over 45 (market is overvalued) Wait for VWO to go under and buy it back. Quite an odd something to buy and hold as its an emerging markets fund.
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New comment Oct 6
1 like • Oct 6
@Kyle H. I suppose so. So when you sell at $45 I suppose you can earn some cash in a money market fund. Speaking of which is anyone familiar with SWVXX? You get income (rent while you dollar cost average into an investment) but no capital appreciation.
Sep 16 in
To DRIP or not to DRIP that is the question.
I realize that we cannot time the stock market ebbs and flows but we can value a company within that market. In doing so, we have some idea when our wonderful company within our portfolio may become overvalued. So when it reaches that point and the stock company is ready to distribute a dividend, do you reinvest dividends or not? That is the question. Since, you already have a basket of stocks do you take the dividend and put it towards an undervalued stock in your portfolio? Do you reinvest the money into the same company regardless of its value? or do you take other actions with the dividend distribution. For me, I generally reinvest the dividend regardless of the company's stock value only because I do not have the time nor patience to watch my portfolio. So, for me its a 50/50 crap shoot of whether or not I'm getting the best value with DRIP. What does everyone else think about the DRIP?
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New comment 22d ago
3 likes • Sep 17
I also hold Reality income with the drip on. That monthly compounding is great. I am curious if anyone holds any other REITS?
0 likes • Sep 17
@Tony S I haven’t had much experience with REITS but I’ll be sure to stay clear of that one.
Aug 29 in
What kind of content would you like to see?
We can use this thread as idea generation for Nathan's videos, readings you want to see here, building something in Excel, software ideas that would help you with trading or investing, and anything else you can think of.
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New comment Sep 20
3 likes • Sep 16
I must say I really enjoyed the videos you did @Nathan Winklepleck on the Pareto (80/20 rule). Another good one was the best and worst investors. (1 Bought the SP 500 at the highs and 1 at the lows each year). Yet the findings were surprising. I would recommend those to anyone who has not seen them.
Sep 15 in
Return on Invested Capital
I came across this video and it does a very good job helping understand the ROIC metric. It makes you aware there are several different ways to value a company. https://www.youtube.com/watch?v=iSeqY8AHvq4
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New comment Sep 15
Sep 14 in
59 Companies with 10-10-10
I really love the stockanalysis.com site a lot. Makes screening super easy with their screener https://stockanalysis.com/stocks/screener/ this screen is 10+ consecutive years of dividend growth with 10%+ annual dividend growth over 5 years and 10%+ 5-year ROIC and then sorted by ROIC since many people including @David L. like this metric. I would have done the Excel version but I don't wanna pay for premium when I could just screenshot and share on my own. Pretty solid companies in here that might outpace inflation
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New comment Sep 14
1 like • Sep 14
Hi Kyle, Very true. There are some very slow but steady dividend payers out there that are within those payout ratios and I have some in my portfolio. XOM, VZ and KO come to my mind that are in it. Not the fastest dividend growers, but stable, steady growth over a period of time. I also own AVGO,DFS,SBUX, LOW and CAT and those give it most of its faster dividend growth. I am concerned about Capital One buying DFS though. I don't know if they will pursue growing the dividend like DFS did.
1 like • Sep 14
Yeah.. I'm kind of hoping the FTC blocks the deal to be honest. If COF buys them Ill wait and see if they adopt the dividend growth strategy. If not then its sale time (Yes Nathan I know.. :) but I want dividend growth over time )
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Active 3d ago
Joined Aug 24, 2024
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