1. Global Net Lease is disposing of non-core assets and cutting dividends to $0.19 per share; 2. The move saves $78 million annually, aiding debt reduction and share buybacks; 3. GNL's sale of a $1.8 billion multi-tenant portfolio accelerates deleveraging and positions the company as an STNL REIT.
Recent #Portfolio Management news in the semiconductor industry
1. Explains how to build a $1 million portfolio for lifelong passive income through dividends; 2. Discusses the benefits of dividend investing for retirement, such as reducing sequence of returns risk and providing psychological comfort; 3. Highlights the importance of a balanced mix of high yield, strong growth, and market hedges in the portfolio.
1. Understanding 'buying the dip' is crucial to avoid significant losses; 2. Focus on fundamentals and long-term growth over short-term price drops; 3. Timing the market is challenging, so prioritize a disciplined investment strategy.
1. A big dividend snowball is an effective way to compound wealth over the long term and fund retirement. 2. The article discusses types of dividend stocks to avoid and those to look for. 3. Three popular paths to building a big dividend snowball are shared.
1. Charlie Munger advocates for highly concentrated portfolios; 2. The author shares the criteria for a highly concentrated portfolio; 3. One of the author's picks may come as a surprise.
1. This article highlights five large-cap, relatively safe dividend-paying companies offering significant discounts to their historical norms; 2. The filtering process involved selecting five conservative DGI stocks from over 7,500 companies; 3. The article also presents two other groups of five DGI stocks with yields ranging from moderate to high, up to 8%.
1. The 4-factor dividend growth portfolio is a strategy that utilizes Schwab U.S. Dividend Equity ETF's stock selection process with some minor adjustments. 2. The portfolio is facing its worst start since inception, lagging behind both the S&P 500 and SCHD. 3. Since its inception, the portfolio has achieved a CAGR of 17.69%, outperforming SCHD by 8.52%.
1. The author compares stock picking to gift giving, emphasizing the selection of investments that contribute to happiness, longevity, and value. 2. He shares three specific investments he would recommend at the moment. 3. The article promotes the High Yield Investor service, offering access to exclusive portfolios and educational content.
1. The methodology involves scoring and ranking 55 stocks across 11 sectors using earnings yield, dividend yield, and 5-year dividend CAGR; 2. Stocks without dividends are excluded to focus on dividend growth, momentum, and value; 3. The top stocks by sector are evaluated and backtested in an equal-weighted format, showing outperformance versus the S&P 500 with dividends reinvested and less volatility.
1. Understanding personal financial needs and maintaining confidence in a well-structured plan is crucial for long-term investment success. 2. Dynamic rebalancing and prudent risk management are essential strategies. 3. Consistently applying disciplined investment principles, adapting to changing conditions, and focusing on long-term goals are key to financial success. 4. A responsible understanding of money and a deeply held mission are necessary to maintain wealth. 5. Responsible wealth accumulation can lead to a luxurious retirement and potentially impact the world.
1. The author discusses overlaying a capital recycling strategy on top of a dividend portfolio for outperformance; 2. He contrasts this with the buy-and-hold approach preferred by many investors; 3. The article outlines how to build a $100,000 portfolio using the buy-and-hold dividend investing approach.
1. Schwab U.S. Dividend Equity ETF⢠(SCHD) combines dividend income and growth but lacks diversification in some sectors; 2. This article demonstrates how to build a $50,000 dividend portfolio by enhancing SCHD with November's top 10 high dividend yield companies; 3. The portfolio has a weighted average dividend yield of 4.32% and a 5-year weighted average dividend growth rate of 9.02%.
1. The fund achieved returns of 5.53% (Institutional shares) and 5.50% (Investor A shares, without sales charge) for Q3 2024. 2. The fund had overweight positions in industrials, IT, and healthcare sectors, and underweight positions in financials, utilities, and materials sectors. 3. The fund increased its exposure to IT, communication services, and consumer discretionary sectors, while reducing allocations to consumer staples, financials, and energy sectors.
1. Several mutual fund firms, including Vanguard and Charles Schwab, are being required to revise their prospectuses due to SEC diversification requirements for certain investment strategies. 2. At the end of last week, 36.8% of the S&P 500 Index was invested in just ten stocks. 3. Concentration risk can affect portfolio returns in both positive and negative ways for investors.
1. This article highlights five large-cap, relatively safe dividend-paying companies offering large discounts to their historical norms. 2. The filtering process selects five conservative DGI stocks from over 7,500 companies on U.S. exchanges. 3. The article presents three groups of DGI stocks with yields ranging from 3.35% to 9%. 4. High Income DIY Portfolios service provides exclusive access to subscriber-only portfolios for such ideas.
1. The Baron Fifth Avenue Growth Fund outperformed its benchmark, the Russell 1000 Growth Index, with a 3.6% gain in Q3 2024. 2. Top contributors included Shopify, Meta, and MercadoLibre. 3. Top detractors were CrowdStrike, Mobileye, and ASML. 4. New holdings included Taiwan Semiconductor, KKR, and Samsara. 5. The fund focuses on high-quality businesses with durable competitive advantages and exceptional management teams.
1. I prefer a concentrated portfolio with high-conviction picks aiming for 12-15% annual growth to achieve a care-free retirement; 2. I recommend allocating $100,000 across 10 well-known equities with a mix of overweight and underweight positions based on current valuations and growth prospects; 3. Key picks include LVMH, Amazon, ASML, and Microsoft, each offering unique value propositions and potential for significant returns despite market challenges.
1. Advocate for holding a few years' worth of cash equivalents to avoid dipping into stocks in retirement; 2. Present a diversified portfolio of 15 stocks and ETFs suitable for a $150,000 lump sum investment; 3. Focus on minimal monitoring and high likelihood of long-term growth with dividends as a bonus.
1. The article discusses a hedging strategy using options on a bond portfolio to gain equity exposure; 2. The strategy aims to 'time the market' by taking assignment far out-of-the-money; 3. The author warns that this strategy could be very risky.
1. The author discusses the current market conditions and the importance of long-term investing despite market volatility. 2. The article introduces the SWAN strategy, a three-bucket system for investment, aiming for consistent income and lower volatility. 3. The three buckets include dividend growth investing, high-income funds, and a rotational or hedging bucket to protect against market downturns.
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