Investing in REITs: Avoid Pitfalls and Generate IncomeNewsletterREITsĀ distribute generous dividendsĀ andĀ are easy to understand. Investors can picture an apartment building or an office tower and see how tenants pay their rent monthly.Ā After covering the basics, we will explore various specific topics such as the place of Mortgage REITs in an income portfolio and a guide to analyze REITs and select the right one […]
Retirement Portfolio and the Withdrawal MechanicsNewsletterAfter having this conversation with many members, I thought of writing a little more about what nobody does: withdrawing money at retirement. We spend most of our lives working hard, making sacrifices, and saving that money for the day we retire. There are zillions of books, articles, and services about building your nest egg. Unfortunately, […]
Read Company Debt and Make Sense Out of ItNewsletterYour portfolio shouldnāt suffer from bad management. If you know your debt ratios and you combine them with the dividend triangle analysis, you will likely avoid bad news and pick thriving companies that know how to use the bankās money to promote good outcomes. This newsletter will cover the most popular debt ratios giving you […]
How to Use the DSR Filters and PresetsNewsletterThis issue is short in words but powerful in images. The idea of showing you how to build stock filter pre-sets came from members asking me about my āDSR Rockstar list.ā Since the stock screener is one of the most used and loved tools at DSR, I want to help you build your own pre-sets […]
High Yield: Dividend Traps, Deluxe Bonds and Dividend CutsNewsletterAfter writing so much about low-yield, high-growth stocks, we should offer a newsletter about high-yield stocks. To be fair, they are not all bad investments. Some companies provide a source of high income that is fairly sustainable for investors. Having a few in your portfolio may be a good idea. This newsletter starts by Mikeās […]
Itās All About Cash Flow ā Master This Concept and Avoid Bad SurpriseNewsletterThis topic could quickly become a nightmare for those unfamiliar with all the financial lingo. This is the reason I decided to tackle the concept of cash flow. Speaking of which, should we use free cash flow or cash from operations? Letās find out!
Get the Best of Each SectorNewsletterAs investors, we all want the best for our portfolio. We want to make the right decisions and invest in the right stocks. One factor with great influence on both your total investment returns and our portfolio volatility is sector allocation. This combo issue covers each sector to help you identify which sector(s) is best […]
Covered Calls, Covered Call ETFs & Split-Share CorpsNewsletterIn ourĀ Retirement and the Withdrawal MechanicsĀ newsletter, I described several high-income investment products, including covered call ETFs and split-share corporations. I also gave you my thoughts about their value, which can be summarized like this: I just donāt think they are worth it, and I much prefer a classic dividend-growth investing strategy that will generate a […]
How to Invest of Lump Sum of MoneyNewsletterHow do you invest a lump sum in stocks using a dividend growth investment strategy? What do you buy and when? All at once, quarterly, monthly? What a fun project, well, for some people. For others, it might be an overwhelming anxiety-inducing puzzle. Perhaps you received an inheritance, sold a cottage or a boat. Maybe […]