tag:blogger.com,1999:blog-6097510160054715524.post5837984200002339383..comments2024-01-03T21:42:28.979-08:00Comments on DivGro: Quarterly Review of DivGro: Q4 2019FerdiShttp://www.blogger.com/profile/05008021146951839361noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6097510160054715524.post-23878997100553509752020-01-14T08:01:40.432-08:002020-01-14T08:01:40.432-08:00Thanks for commenting, Anonymous -- my portfolio i...Thanks for commenting, Anonymous -- my portfolio is spread across taxable and IRA accounts. <br /><br />Do you think there's a better alternative than investing in dividend-paying stocks? FerdiS, DivGrohttps://www.blogger.com/profile/07330193431527796718noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-73200961590555452882020-01-14T07:54:50.334-08:002020-01-14T07:54:50.334-08:00Hi, Dividendius -- thanks for your comment and kin...Hi, Dividendius -- thanks for your comment and kind words. <br /><br />I don't have sector allocation targets or sectors I consider more or less important. Mostly, my sector allocation results from buying high-quality stocks available at favorable valuations. The exception is that I looked hard to find a Materials sector stock, since I had no representation in that sector for quite a while. Finally, I settled on $APD. <br /><br />I'm heaviest in Information Technology, probably due to the growth prospects but also because I'm in the field and therefore more familiar with companies in this sector. Some sectors are deemed defensive and others cyclical. I know some DGI's use those designations to direct their sector allocations (and avoid being too heavy in Information Technology) -- I don't. <br /><br />Take care and happy investing!FerdiS, DivGrohttps://www.blogger.com/profile/07330193431527796718noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-74234603065364121102020-01-12T23:13:02.748-08:002020-01-12T23:13:02.748-08:00Hello there DivGro!
First of all, love your blogg,...Hello there DivGro!<br />First of all, love your blogg, been reading daily for a few years.<br /><br />I have a question about sector allocation, what are your thoughts about that?<br />Do you have a "distributions by sector" goal? Are there any sectors that you consider more/less important? And ideal spread among the sectors? :)<br /><br />Im asking becouse i have recently been taking a closer look at by sectors and discovering that some are a bit to large (i think) and some almost none existing..<br /><br />Regards<br />from SwedenDividendiushttps://www.blogger.com/profile/16139323962798564469noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-14463786260942668492020-01-12T15:22:08.020-08:002020-01-12T15:22:08.020-08:00oh wow great results.
Question. With all this Div ...oh wow great results.<br />Question. With all this Div income, isn't your tax bill a little high? Do you shelter it in a 401k or IRA or a sort or is it all held in a taxable account?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-18713360160343432392020-01-10T05:19:42.109-08:002020-01-10T05:19:42.109-08:00Thanks, Jason! Really appreciate your comment and ...Thanks, Jason! Really appreciate your comment and kind words! We'll see what 2020 brings, but I think my portfolio is well-positioned for either a continuation of the bull market or for the increased volatility when the bear takes over. We'll see how it goes!FerdiS, DivGrohttps://www.blogger.com/profile/07330193431527796718noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-69158090792839887952020-01-10T00:20:29.140-08:002020-01-10T00:20:29.140-08:00You absolutely killed it in 2019. You have built q...You absolutely killed it in 2019. You have built quite a nice portfolio of good companies who keep growing their dividends. The fact that you sell options just helps you increase the value of your portfolio. Keep up the good work. I look forward to seeing how you do in 2020!<br /><br />-JasonMoreDividendshttp://www.moredividends.comnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-3005147074822644172020-01-09T23:24:16.639-08:002020-01-09T23:24:16.639-08:00Thanks, R2R -- I appreciate your comment. Thankful...Thanks, R2R -- I appreciate your comment. Thankfully, 2019 was a much better year than 2018! Let's hope 2020 brings us more dividend growth! Take care and all the best in the new year!FerdiS, DivGrohttps://www.blogger.com/profile/07330193431527796718noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-90814945442931805772020-01-09T06:11:15.499-08:002020-01-09T06:11:15.499-08:00Absolutely wonderful, DivGro. I love all the chart...Absolutely wonderful, DivGro. I love all the charts you put up and looks like a solid year for you. Best wishes in 2020 and beyond.<br /><br />R2RRoadmap2Retirehttps://www.blogger.com/profile/14379818667071736766noreply@blogger.com