Analysis and portfolios for rational investing
In this article, I discuss dividends vs. retained earnings and where the capital compounds best: in your hands or in the company’s hands. Distributions and
Continue readingA company that can reinvest/redeploy retained earnings at acceptable returns, is usually far more preferable than reinvesting a dividend into the same company (or using
Continue readingThe marginal rate of return is the most important factor to compound efficiently. In the long run, your pension is more dependant on the marginal
Continue readingA lot of investors swear to invest only in dividend stocks to get “income”. While I agree a dividend can serve as a useful heuristic
Continue readingTo shelter your savings from taxation while building your nest egg is extremely important. I believe this is pretty obvious for most investors, but I
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