Analysis and portfolios for rational investing
Dividend investors only invest in companies that pay regular dividends. We believe you should be agnostic and invest in any company that is likely to
Continue readingIn 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 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 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 readingThis is a very short article based on two much longer articles: Don’t be fooled by your dividend bias – sell shares to create “income”
Continue readingLet’s assume you buy Disney at 100 and one year later it trades at 130. A 30% return in one year, isn’t that great! Not
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