In the last 40 years, 71% of the market’s return came from dividends…fact checking

magic hat imageThis claim came from Kevin O’Leary when promoting his new dividend-centered ETF. Mr O’Leary stars in a TV show where they put him in a tank full of sharks or something like that. While the statistic might be inspirational in starting a dividend investing strategy, I couldn’t resist taking a closer look and doing some fact checking.

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Planning for investing success – a look at the Investment Policy Statement

Example investment plan showing missing details in planning for investing success
In order to get somewhere or achieve something, it’s good to have a plan. And if you have a plan, it’s even better to write it down so that you can follow it or even consider how you might change it. It’s no different for investing. Here are some thoughts on planning for investing success.

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Who’s afraid of the market highs?

Wall Street bull, New York, New York LCCN2011630801
If I had a penny for every time I’ve heard about the Dow 20,000 for the last couple of months, I’d probably have about $2.47. And I would promptly invest it back in the stock market. But what’s all the fuss about record market highs and should we be worried? Having asked that question, I thought I’d better answer it. So, fasten your seatbelt because we’re going up, up and away!

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Global Dividends Q3 2016 – trends and stats

The Henderson Global Dividend Index Edition 12 is now available for Q3 2016. This report looks at trends in global dividends and compares dividend growth by regions and industry. Which region had the fastest dividend growth? Where were dividends cut? Which company paid the biggest dividend amount in Q3 2016? Read on to find out!

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Does valuation matter for an income investor?

One of my goals is to live off dividend income, without needing to sell any investments for income. But if I don’t sell any capital, then is Total Return that important? And does valuation matter if I only care about continued income?
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Simple thoughts on simple investing

I’ve been slowly simplifying my investment strategy for a while now. Not just the asset allocation, but also in automating payments and streamlining my account structure. Mostly because I wanted to save “Time” but there’s another reason behind my simple thoughts on simple investing.
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Some thoughts on investing fees

Your investment portfolio is influenced by many things which aren’t under your control. From the global economies, to national disasters, to surprise company decisions (e.g. Microsoft adding LinkedIn to their professional network), to political events (Presidential elections, Brexit) and even possibly the flapping of butterfly wings around the world. However one area where you do have some control are in managing trading or investing fees.

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