Money and Finance
In the beginning stages of building a portfolio, company and sector allocation shouldn't be much of a concern. On a $25,000 portfolio an additional $2,000 purchase would represent a 7% weight in the now $27,000 portfolio. At those portfolio levels a purchase can drastically alter the weight given to a specific company or sector.
However, my portfolio is now hovering around the $170k level and as such I think it's much more important to take allocation into account. One idea that I had was to look into the CCC list that David Fish so graciously updates to see if there's any guidance it can provide in regards to allocation for a dividend growth portfolio.
This is Part 2 of my series on data mining the CCC list. You can find Part 1 which covered the Challengers here.
In order to qualify as a Contender on the CCC list a company must have grown dividends each year for at least the past 10 years. Ten years is a significant amount of time in the business world and is generally long enough for at least one full economic/market cycle to come full circle. If a company was able to continue growing dividends throughout the financial crisis in 2008/9 I'm interested.
Continue reading the article on Seeking Alpha.
Image provided by renjith krishnan via FreeDigitalPhotos.net
- Data Mining The Ccc List: Wrap Up
Company and sector allocation shouldn't be a concern for investors that are just starting out on their investment journey. However, once a portfolio reaches six figures I think allocation needs to start coming into play. Sector allocation shouldn't...
- Data Mining The Ccc List: Part 3 - The Champions
This is Part 3 of my series examining the CCC list in regards to portfolio allocation. This article will cover the Dividend Champions as found on the CCC list provided by David Fish that was downloaded on January 12, 2016. Once again, thank you to David...
- What's Your Weight?
No I'm not asking you to divulge your body weight, although if that will help you with any weight loss goals you have feel free to do so. The weight I'm referring to has to do with your portfolio. I think we all understand the importance of...
- Dividend Growth Checkup
A little over a year ago I wrote a post discussing how to properly calculate the dividend growth rate of your portfolio. Most likely each company you own makes up a different weight in your portfolio so just using a straight average won't suffice....
- Stock Pics For Upcoming Week 8/24 And Last Week Purchase
I finally was able to purchase 30 shares of BNS last week. At this moment I am saving cash to help my mom with a purchase of her condo in Florida, so unfortunately I can't buy much stocks, but at least my dividends automatically reinvesting...
Money and Finance
Data Mining The CCC List: Part 2 - The Contenders
In the beginning stages of building a portfolio, company and sector allocation shouldn't be much of a concern. On a $25,000 portfolio an additional $2,000 purchase would represent a 7% weight in the now $27,000 portfolio. At those portfolio levels a purchase can drastically alter the weight given to a specific company or sector.
However, my portfolio is now hovering around the $170k level and as such I think it's much more important to take allocation into account. One idea that I had was to look into the CCC list that David Fish so graciously updates to see if there's any guidance it can provide in regards to allocation for a dividend growth portfolio.
This is Part 2 of my series on data mining the CCC list. You can find Part 1 which covered the Challengers here.
In order to qualify as a Contender on the CCC list a company must have grown dividends each year for at least the past 10 years. Ten years is a significant amount of time in the business world and is generally long enough for at least one full economic/market cycle to come full circle. If a company was able to continue growing dividends throughout the financial crisis in 2008/9 I'm interested.
Continue reading the article on Seeking Alpha.
Image provided by renjith krishnan via FreeDigitalPhotos.net
- Data Mining The Ccc List: Wrap Up
Company and sector allocation shouldn't be a concern for investors that are just starting out on their investment journey. However, once a portfolio reaches six figures I think allocation needs to start coming into play. Sector allocation shouldn't...
- Data Mining The Ccc List: Part 3 - The Champions
This is Part 3 of my series examining the CCC list in regards to portfolio allocation. This article will cover the Dividend Champions as found on the CCC list provided by David Fish that was downloaded on January 12, 2016. Once again, thank you to David...
- What's Your Weight?
No I'm not asking you to divulge your body weight, although if that will help you with any weight loss goals you have feel free to do so. The weight I'm referring to has to do with your portfolio. I think we all understand the importance of...
- Dividend Growth Checkup
A little over a year ago I wrote a post discussing how to properly calculate the dividend growth rate of your portfolio. Most likely each company you own makes up a different weight in your portfolio so just using a straight average won't suffice....
- Stock Pics For Upcoming Week 8/24 And Last Week Purchase
I finally was able to purchase 30 shares of BNS last week. At this moment I am saving cash to help my mom with a purchase of her condo in Florida, so unfortunately I can't buy much stocks, but at least my dividends automatically reinvesting...