In a word, no. Why do I say that? In this post, I will share my thoughts on dividends payers. Across the universe of all publicly traded companies, I group them into three distinct buckets: (1) Companies that pay generous dividend today (>4%). Though they tend to have … [Read more...] about Should investors prefer dividend paying companies over others?
LongTermInvesting
A low-cost way to invest in alternative assets
I found this book at a Costco book stand. I am not a Tony Robbins follower but a quick scan of it made me curious. So I borrowed a copy from my local library. This is not meant to be a book review though. For some good online reviews of the book, check these two links: here … [Read more...] about A low-cost way to invest in alternative assets
My magnificent six stocks
I just finished reading Semper Augustus’ 2023 shareholder letter. Chris Bloomstran, its well-known CIO, writes detailed annual letters. They are full of well-researched data and, while long, always make interesting read. This year’s letter was no different. About a half of it … [Read more...] about My magnificent six stocks
How can it be a bull market?
As I work on putting together my portfolio’s end-of-year performance review, I thought I’d drop a brief note on the state of the markets today. As of January 24th, the stock market has fully recovered from its 2022-23 drawdown (if we go by the S&P 500 price index). … [Read more...] about How can it be a bull market?
On my portfolio concentration
The S&P 500 is a popular index among US investors who prefer hands-off dollar cost averaging way to invest in stocks. It is a market cap weighted index which is perhaps the most suitable form of an index for passive investing. Why? Because it does not require any rebalancing … [Read more...] about On my portfolio concentration