Thread: Investing 102
View Single Post
  #3  
Old 09-18-2014, 07:32 AM
GregWeld's Avatar
GregWeld GregWeld is offline
Lateral-g Supporting Member
 
Join Date: Jul 2005
Location: Scottsdale, AriDzona
Posts: 20,741
Thanks: 504
Thanked 1,080 Times in 388 Posts
Default

I would also suggest that you look at some real estate companies..... not only do they spin off decent dividends - it adds to your diversity. I personally own NNN - but have also owned O... and I'm not recommending either of them -- I'm just saying I think you need more diversity and some better dividends.


O

NNN

BXP










Quote:
Originally Posted by chichirone View Post
OUCH! I appreciate the candor and levity!

So here's our thinking...would love your feedback.

Amy and I have the rainy day fund in place. A years worth of cash on hand. We have invested in actively managed mutual funds for over 15 years, accumulating a 7 digit nest egg for longer term retirement. Our current goal is to generate more cash flow for mid-term money for our bridge years age 40-65. Managed growth over 5/10yr horizons with dividends reinvested is something we are very comfortable with. Your comment on it being a personally managed mutual fund resonates with us.

We have been looking at the following dividend stocks. I'd like to get your feedback on my "analysis" based upon share price and dividend yield. I really want to make sure I am looking at these stocks through the right set of lenses. We do not have a high tolerance for risk so the High-flyers don't interest me too much now, but as we build the portfolio, a TSLA or GPRO will become more attractive.

Symbols that interest us are:
KRFT
COP
XOM
F
PFE
MRK
SMG
T
MDT
KO

Our plan is to invest a portion of our monthly revenue, buy shares with the intent to receive dividends over the next 10 years. I am prioritizing the investments based upon yield percent of share price to get started which seems to be a low "risk" option when I evaluate the 10yr charts. I like your strategy of 5% return on the stock performance, reinvesting the dividend, and then building a portfolio that has 20-25 stocks with no more than 5% of the total invested in any one share. Time for you to tear it apart and push our thinking...I look forward to your response.
Reply With Quote