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To: JSM_Liberty

My portfolio has outperformed the market over the past 25 years by a substantial amount. I own 15 stocks, all of them household names (Coke, PG, Morgan Stanley, Aflac) that pay dividends and increase their dividends every year. When I have $$ to invest, I look at the 2 or 3 stocks in the portfolio that are getting hammered, and I invest in those stocks. Unlike actively managed funds, I don’t have to worry about a Morningstar rating. That’s why these funds underperform the average, i.e., b/c fund managers need short term results, so they join the investment pack, resulting in average returns, which become below average when their 2% cut is taken out. By contrast, I put my $$ in beaten down stocks (which have decades-long track records of delivering returns), and I can patiently wait for them to recover and prosper. Or, more simply, buy low and don’t sell.


7 posted on 03/24/2025 9:45:34 AM PDT by bort
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To: bort

Avoid expensive fees and you are far ahead no matter what your strategy:

https://www.reddit.com/r/Bogleheads/comments/pjxu6t/pay_attention_to_fees/


8 posted on 03/24/2025 9:51:26 AM PDT by cgbg (It was not us. It was them--all along.)
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To: bort

Dividend Aristocrats.

There are no brokers or advisors that do not have a conflict of interest. NONE.


17 posted on 03/24/2025 10:38:45 AM PDT by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: bort

Roger that.

“Sound advice.”


21 posted on 03/24/2025 10:46:28 AM PDT by grey_whiskers (The opinions are solely those of the author and are subject to change without notice.)
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To: bort

Have you ever had a situation where a formerly reliable increasing-dividend stock has cut back their dividend substantially?

If so, do you divest of it and move the money into other Steady Freddys ?


22 posted on 03/24/2025 10:47:39 AM PDT by grey_whiskers (The opinions are solely those of the author and are subject to change without notice.)
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