Money and Finance
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 be the be all and end all of portfolio construction; however, paying some attention to it is part of the portfolio building process. If you don't believe me just ask how investors that were overweight energy over the last year or the financials in 2008/9 feel about it in retrospect.
Each component of the series can be found here.
Part 1 - The Challengers
Part 2 - The Contenders
Part 3 - The Champions
Today I want to wrap things up by looking at the CCC list in its entirety and compare my current portfolio to see if there's any changes that I should/could make in order to optimize my dividend growth portfolio. By applying a few filters to the CCC list we can get a general overview of sector allocation among its members to help with allocation decisions for our own portfolios. I wouldn't recommend that anyone try to reach a target allocation based on the CCC list or any other group of stocks. A portfolio's sector allocation is just one concern of the individual investor and should be tailored to meet their own risk tolerance.
Continue reading the article on Seeking Alpha.
Image provided by renjith krishnan via FreeDigitalPhotos.net
- 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...
- 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...
- Weekly Roundup - November 15, 2015
This past week was great. I was able to go home, although only for a day, and be with my wife which is always a good thing. We ended up going to see another movie at the theaters which is more than I've seen in probably the previous three years...
- How Much To Invest In Your Dividend Paying Stocks
How much you choose to invest in the stocks in your dividend portfolio may be just as important -- if not more important -- as which stocks you choose to include in your portfolio. There are two primary strategies for asset allocation -- passive (equal...
- Rebalancing & Managing Your Portfolio
Rebalancing is a basic part of every investor's journey. The process of buying ETFs, then subsequently adding to them is only one part of investing. I've come to realise that rebalancing is an important concept which I must learn. For example,...
Money and Finance
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 be the be all and end all of portfolio construction; however, paying some attention to it is part of the portfolio building process. If you don't believe me just ask how investors that were overweight energy over the last year or the financials in 2008/9 feel about it in retrospect.
Each component of the series can be found here.
Part 1 - The Challengers
Part 2 - The Contenders
Part 3 - The Champions
Today I want to wrap things up by looking at the CCC list in its entirety and compare my current portfolio to see if there's any changes that I should/could make in order to optimize my dividend growth portfolio. By applying a few filters to the CCC list we can get a general overview of sector allocation among its members to help with allocation decisions for our own portfolios. I wouldn't recommend that anyone try to reach a target allocation based on the CCC list or any other group of stocks. A portfolio's sector allocation is just one concern of the individual investor and should be tailored to meet their own risk tolerance.
Continue reading the article on Seeking Alpha.
Image provided by renjith krishnan via FreeDigitalPhotos.net
- 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...
- 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...
- Weekly Roundup - November 15, 2015
This past week was great. I was able to go home, although only for a day, and be with my wife which is always a good thing. We ended up going to see another movie at the theaters which is more than I've seen in probably the previous three years...
- How Much To Invest In Your Dividend Paying Stocks
How much you choose to invest in the stocks in your dividend portfolio may be just as important -- if not more important -- as which stocks you choose to include in your portfolio. There are two primary strategies for asset allocation -- passive (equal...
- Rebalancing & Managing Your Portfolio
Rebalancing is a basic part of every investor's journey. The process of buying ETFs, then subsequently adding to them is only one part of investing. I've come to realise that rebalancing is an important concept which I must learn. For example,...