Entries Tagged as 'Equities'

Dividend Aristocrats to consider for Aug09 covered calls

July 19th, 2009 · 1 Comment

As mentioned in my posts last week, my wife and I have decided to consider dividend paying companies as the underlying stock in future covered call trades. The idea is to not only capture the call premium, but also receive a dividend during the period in which we hold the underlying shares. It’s important to note that using a single company as the underlying adds concentration risk compared to using an ETF, but we hope to mitigate that somewhat by picking our companies from the list of 2009 Dividend Aristocrats.

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S&P Initiates Pan Asia Dividend Aristocrats
Dividend Aristocrats Underperforming Broader Market
Read more on Dividend aristocrats at Wikinvest

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Tags: Equities · Options

Trading large cap US mutual funds for individual company stocks

January 31st, 2009 · No Comments

I write a lot about our plans and strategies to reach “geographic independence”, but it is important to keep in mind that we’re also simultaneously pursuing a “traditional” retirement plan. That is, investing in our 401k and IRA options for asset and income growth. This past week my wife and I talked and we agreed to make some changes in those accounts.

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How to pick a winning mutual fund
Muni Bond Funds Continue To Fall
Municipal Bonds Funds Yielding Over 4%
Read more on Mutual Funds at Wikinvest

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Tags: Equities · Investing · IRA

Still questioning growth vs. income investments

November 24th, 2008 · 4 Comments

Michael Lewis, the author of ‘Liar’s Poker’, has written an anecdotal analysis of the mortgage meltdown that both shocks and scares me. The picture he paints leaves me seriously wondering what Wall Street will look like when the current market turmoil resolves. It has also inspired some significant internal debate in me regarding what we should be doing to best position ourselves to reach our goal of geographic independence.

More on this topic (What's this?)
Daily ETF Trend Report – Fix Income
Read more on Income at Wikinvest

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Tags: Equities · Investing · Passive Income

Why you should understand YOC (Yield On Cost)

November 13th, 2008 · 2 Comments

Did you know that GE is currently promising an annual dividend yield of 7.35% based on today’s closing price of $16.86? While that’s a pretty high dividend rate right from the start, things look even better if you start to think about GE’s long history of raising the dividend. Admittedly, this is based on assumptions, but it is conceivable you could be earning a 19.07% dividend yield in 10 years if GE maintains its recent 10% annual dividend growth.

More on this topic (What's this?)
General Electric Moves On Down The Largest Company List
GE Capital Default Risk Soars
Read more on Yoc, General Electric Company at Wikinvest

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Tags: Equities · Passive Income

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