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Total Return Investor: Sonho Grande (Dream Big)

http://totalreturninvestor.blogspot.com/2015/08/sonho-grande-dream-big.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Saturday, August 15, 2015. Sonho Grande (Dream Big). Two years back, Buffett recommended the book " Dream Big. One key to success is a major focus on costs and zero based budgeting. The cuts go way beyond jobs - no free cheese sticks for employees, employees can't bring competitors food for lunch, printing on both sides of the paper, and so on. The goal for Kraft Heinz is ...

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Total Return Investor: The Detective and the Investor

http://totalreturninvestor.blogspot.com/2015/05/the-detective-and-investor.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Monday, May 25, 2015. The Detective and the Investor. One of the first books I read when I started learning about investing was Robert Hastrom's "The Warren Buffett Way." Hagstrom is a writer who excels at seeing connections and finding patterns. Hagstrom draws out the Habits of Mind from the great detectives:. Conduct a thorough investigation. Become a student of psychology.

totalreturninvestor.blogspot.com

Total Return Investor: Neil Woodford BBC Interview

http://totalreturninvestor.blogspot.com/2015/06/neil-woodford-bbc-interview.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Wednesday, June 3, 2015. Neil Woodford BBC Interview. Neil Woodford does not get covered all that much in the US, but there is a lot to like about his approach. Todd Wenning's excellent Income Investor Manifesto. Post really gets at the heart of the subtle yet crucial difference in the Income investor approach compared to value investing and growth investing schools. So that&#...

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Total Return Investor: Bill Gates, Dividend Investor

http://totalreturninvestor.blogspot.com/2014/09/bill-gates-dividend-investor.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Friday, September 19, 2014. Bill Gates, Dividend Investor. On Michael Larson who manages investments for Bill Gates mentions the variety of different assets in the portfolio. This includes real estate, hotels, and a lot of stocks, too. Here is my calculation of dividend income from the top dividend payers in the portfolio. 41,482,440.00. 31,530,399.60. 35,226,900.00. Its often...

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Total Return Investor: How to Lie with Statistics

http://totalreturninvestor.blogspot.com/2015/06/how-to-lie-with-statistics.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Saturday, June 13, 2015. How to Lie with Statistics. This is a book that two of my favorite people report that they give as their holiday gift of choice. Bill Gates recommends it on his summer reading list. After finishing How to Lie with Statistics. I can see why. The last chapter should be required reading for any citizen, frankly, as a self-defense mechanism in the so-calle...

totalreturninvestor.blogspot.com

Total Return Investor: Cloning Woodford

http://totalreturninvestor.blogspot.com/2015/03/cloning-woodford.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Thursday, March 12, 2015. Cloning is a great American tradition. Specifically, there's a long history of Americans successfully cloning British ideas, think about "The Office." Who was better David Brent or Michael Scott? Who cares, they were both great. In that spirit let's take it to stocks, and cloning ideas from great investors, done right, is a solid strategy. Next up, Co...

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Total Return Investor: Buy a High Yield Portfolio and Hold Forever

http://totalreturninvestor.blogspot.com/2014/07/buy-high-yield-portfolio-and-hold.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Tuesday, July 29, 2014. Buy a High Yield Portfolio and Hold Forever. In a October 2008 article. Described the High Yield Portfolio approach this way - " Buy 10 to 15 high-yielding large-cap stocks today and hold them - forever. Todd Wenning used a ruleset from Stephen Bland. With a history of increasing dividends,. Relatively low debt levels, and. Sufficient dividend coverage,.

totalreturninvestor.blogspot.com

Total Return Investor: Dividends Aren't Evil

http://totalreturninvestor.blogspot.com/2013/12/dividends-arent-evil.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Saturday, December 21, 2013. Matt Yglesias has a post called "Dividends Are Evil". He is right in some ways, but mostly wrong. Let's count the ways:. 1 Yglesias begins by saying that dividends are a "triumph of short term thinking"; I could not disagree more. Dividend investing requires. Yes, that is an advantage! Says, "dividends are always a positive." This is worth keep...

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Total Return Investor: When Second Best is Better - The Case for Patient Quality Over Bravery (if you have a job)

http://totalreturninvestor.blogspot.com/2014/03/the-case-for-quality-over-bravey-if-you.html

The relentless pursuit of the world's most boring stocks. Safety, Dividends, Growth. In that order. Wide Moat Dividend Portfolio. Monday, March 31, 2014. When Second Best is Better - The Case for Patient Quality Over Bravery (if you have a job). John Authers posted a follow up video. Both quality and value have a lot to recommend them in terms of beating the market. So all else equal I would rather own boring quality than potentially higher rewarding deep value. I do not want the Friday evening call ...