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Pastimes : Triffin's Market Diary

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To: Triffin who wrote (532)2/3/2019 12:05:47 PM
From: Triffin  Read Replies (1) of 631
 
BC: THE CASE FOR DIVGRO
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I like stocks that "pay me" to own them ..
I also like getting an automatic annual "raise" ..
I have a long range plan to have passive income support my lifestyle ..
I don't like having to experience periodic capital draw downs when markets decline ..

The best way to accomplish the above is to hold a "hedged" portfolio of equities that
individually have had a "history" of raising their dividend payout on at least an annual basis ..

There are numerous on-line resources for identifying such stocks ..
Dividend KINGS have raised their annual dividend for more than 50 consecutive years ..
Dividend ARISTOCRATS have raised their annual dividend for more than 25 consecutive years ..
The important thing is to identify those equities that are currently raising their dividend on "schedule" ..
and to "cull" those whose "streaks" have ended from your candidate monitoring process ..

I monitor approximately 320 equities that are in the annual pay raise mode ..
I closely track and manage a portfolio of 100 of the 320 ..
This represents a time consuming commitment that you may not be willing to make ..

The best way to utilize this data is to ..

Rank the current DIVGRO portfolio of 100 stocks by "current yield" late in December
Make an equal dollar investment in the TOP10 issues from DIVGRO with the highest "current yield"
Update on an annual basis ..

Alternatively

Identify all current dividend KINGS and ARISTOCRATS from online sources ..
Take the TOP100 by "Market Cap" and then rank those by "Current Yield"

Make an equal dollar investment in the TOP10 with the highest "Current Yield" late in December
Update on an annual basis ..

Employ "dynamic hedging" utilizing the mathematically flawed daily and/or weekly
reset leveraged volatility ETFs and ETNs .. SSO TVIX UVXY VXXB ..
Use hedge profits to increase individual stock holdings ..
When markets are over extended make a "dividend sandwich"
by shorting SSO equivalent to half the capital invested in the DIVGRO portfolio ..
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