Why Retaining Earnings Makes More Sense Than Dividend Distributions
I have written numerous articles about dividends and compounding. To sum up, in order to create the biggest amount of wealth, you would want to
Continue readingAnalysis and portfolios for rational investing
I have written numerous articles about dividends and compounding. To sum up, in order to create the biggest amount of wealth, you would want to
Continue readingThis week I came across this blogpost by Nick Maggiulli about The All Weather Portfolio. What is The All Weather Portfolio? Maggiuli’s blog post is
Continue readingIntroduction and summary: This is what makes Kone, a Finnish elevator company, a potentially good investment: The industry is close to an oligopoly – just
Continue readingFinnish ADRs Finland has per capita output quite similar to that of France, the United Kingdom, and Germany- basically the other western European economies. Known
Continue readingDanish ADRs Denmark stands at 39th in the largest national economy globally, analyzed by the nominal gross economy (GDP) and 60th largest in the world
Continue readingSome months ago I wrote an article about the historical performance of so-called “sin stocks”. Tobacco companies have performed the best in the US, and
Continue readingGjensidige, for non-native speakers an unpronounceable name, is a quality Norwegian insurer. I’ve been long since the IPO in 2010, and below I briefly bring
Continue reading2010-2020 produced better returns than the historical averages: From the start of 2010 until today, 27th of July 2020, S&P 500 returned 250% (dividends reinvested),
Continue readingI don’t think you should ever invest for income. It is a mistake…….. You shouldn’t just invest for dividends, you should invest in businesses that
Continue readingAltria is included in the Unethical Portfolio. Altria is a legendary tobacco company that was split in two in 2008 when Philip Morris became the
Continue readingI currently reread Victor Niederhoffer’s The Eduction of A Speculator. I regard this book as one of the best I have ever read. It’s not
Continue readingBefore you continue reading we want to emphasize that the portfolio below is no recommendation to buy or sell the mentioned securities. We are no
Continue readingDividend investing has become very popular. We believe this boils down to three factors: Dividends are a major source of the total returns. Research indicates
Continue readingThis article contains some brief notes on Admiral Plc, a UK insurance company listed on London Stock Exchange with the ticker code ADM. It’s included
Continue readingWe buy back stock when we think it’s attractively priced relative to our assessment of the intrinsic value of the enterprise. – Robert Berkley on
Continue readingEssity is a Swedish consumer staple listed on Stockholm Stock Exchange with the ticker Essity. It has dual share-listing where the A-shares carry more voting
Continue readingI’m wealthy enough where I don’t need to own a tobacco company & deal with the consequences of public ownership. -Warren Buffett. ESG investing is
Continue readingBefore you continue reading I want to emphasize that the portfolio below is no recommendation to buy or sell the mentioned securities. I’m no investment
Continue readingIntroduction and summary: Entra is included in our portfolio called the Scandinavian/Nordic dividend portfolio. Entra (Eiendom) (ticker code is Entra) is a Norwegian real estate
Continue readingThe last decade has produced fantastic returns in most global asset classes (commodities excluded), helped by enormous interventions by central banks. Can we expect similar
Continue readingMost people invest in real estate, perhaps quite logically since this is a very easy business model to understand. Equity (stocks) is perceived as riskier
Continue readingLike most things in the world, everyone has their opinion on basically everything. Why would dividend stocks be any different? Most commonly asked questions while
Continue readingHarry Markowitz won the Nobel Prize in 1990 for his work in showing mathematically how you can both reduce risk and create better returns by
Continue readingIntroduction and summary: In an article a few weeks back I wrote an article about the logic behind buying shares in quality companies, given that
Continue readingNo matter how good strategies you have, they are most likely worthless if you can’t execute them properly. What looks like a piece of cake
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