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Category Archives for Investing

How to be a Value Investor Without Picking Stocks

As top-down, big picture investors, we at Hillswick Asset Management avoid stock-picking, making ETFs a natural fit for our investment style. We are also value investors, preferring to tilt our portfolio towards Value as a factor.But isn’t value investing all about picking obscure stocks shunned by other investors?  Not necessarily.In this article, we would like […]

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You Can’t Bank On AT&T Like That

SummaryAT&T combines many positives that income investors usually seek.AT&T will not make you rich in a short period of time.Expecting 100,000 in annual dividend proceeds is not realistic unless one has an ultra long-term view.ThesisAT&T (T) is one of the favorite income stocks for many retail investors, and rightfully so: The company combines a long […]

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Despite The Market Rally These Dividend Stocks Are Strong Buys

IntroductionAs I explained in my portfolio update 63, I’m now focused on paying down margin and thus won’t be making changes to my real money portfolio for the foreseeable future. In fact, I’ve now realized the wisdom of Buffett’s warning against using margin.My partner Charlie says there is only three ways a smart person can go […]

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Are You Positioned In The Right Sectors Heading Into 2019?

Want to outperform markets and generate alpha? Being invested in the right companies is only just a portion of the story – you have to be in the right sectors. Empirical data varies, but studies have shown that about 65% of stock market returns are correlated with the broader markets (e.g., if the S&P 500 […]

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A Simple Balanced Portfolio For All Aged Investors

I was just asked recently by a young professional group here in the Cleveland, Ohio area, to discuss the benefits of passive index-style investing. When writing this article, news came out that the famous passive index fund founder had suddenly passed. Even though I didn’t personally know Mr. Bogle, I have come to appreciate his […]

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The Fortune Teller’s Predictions For 2019: S&P 500 At A Critical Juncture

BackgroundOn November 27th, 2018, we introduced the Wheel of FORTUNE’s end of 2018 mega poll and invited everyone to spin the wheel with us.In this poll, we asked participants to predict (guess or assess) the closing levels, on January 11th, 2019, of four of the most important gauges in the capital markets:S&P 500 Index (SPY, […]

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Let’s Put The ‘Rhino Principle’ In Action With This List Of Tenacious REITs

Sometimes the investment world can be a dripping, sopping rainforest of confusing smells, sights and sounds.Sometimes it can be an absolute swampland of poisonous snakes, treacherous bogs and malaria-carrying mosquitos.And sometimes it can look like a long, long, oh-so-long swath of grassy, deserted plains that just keeps stretching on for miles to see, far away […]

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The Dichotomy Between Junk Bonds And Stocks Continues

Mike Lanier, who has spent over 35 years in the trenches of the bond market, told me a while back that junk bonds “read like a bond but trade like a stock.” As the most volatile sector of the bond market, they offer significant opportunities to either make or lose a lot of money. The […]

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5 Dividend Stocks With Yields Up To 7.27% From Real Estate

This research report was produced by The REIT Forum with assistance fromBig Dog Investments.We have five companies to cover today. Their dividend yields range from 3.3% to 7.27%.Let’s begin looking at some great dividend stocks from The REIT Forum!AvalonBayAvalonBay (AVB) trades about 1% over our target buy range recently. We had unloaded shares just prior […]

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The Mall REIT Conundrum

Most every day, on my way to work, I drive by my area mall, and it’s a constant reminder that ‘Darwinism’ is alive and well. Charles Darwin wrote in 1882, “This preservation, during the battle for life, of varieties which possess any advantage in structure, constitution, or instinct, I have called Natural Selection.”Survival of the […]

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