Contact

Comments or questions are welcome.

* indicates required field

4 thoughts on “Contact

  1. Mike A. says:

    Sabeel, am loving this website. Couple questions for you (and any others who may have an opinion):

    1. I’d like to put my toe into the water of dividend growth investing with an initial allocation of $10-15k (USD). Given this small amount, how many equities would you suggest I try and buy into?

    2. On a related note, is there anywhere on your website where you indicate the relative proportion of your overall portfolio invested in each of the stocks listed?

    3. Do you calculate a weighted average dividend yield you target for your portfolio – and do you have a number that you target for this?

    Many thanks for any/all your help – and thanks again for the great work you are doing in R2R!

    • Hi Mike,
      Thanks for stopping by and support. Im glad you are liking the content here.

      1. I am a big fan of diversification, and never recommend anyone invest in a small set of companies. Usually I purchase in batches of $1200-$1500 or so, but when I started off they were much smaller. I would say – create a shortlist and once you have done all your research and ready to buy, try to get into 8-10 companies or so. This is just a wild guess on my part – you will have to tailor it to what you are comfortable with. But try to stick high quality companies that have a proven track record – i.e., build a good core – with companies like JNJ, MO, PG, ED etc. Also try to spread your funds into all 10 (11, if you consider REIT as a separate sector) sectors of the economy. Once you have a base, you can start building on that. The Dividend Aristocrat list is a good starting point.

      2. I dont disclose the total portfolio value, so I dont really give out the exact weighting – but no single company ever cross higher than 5% of the total portfolio value. I consider 3-5% of total portfolio as a full position and hold back on adding more, in case of sudden collapses.

      3. I have a weighted average dividend yield for the stocks I own, but havent really shared it on the site. Hmmm, I didnt think anyone would be interested in that number…let me think about it and see how to share it on the blog.

      Glad to hear from new readers. And I always welcome questions…stay in touch and ask away. I am happy to help.
      R2R

  2. Mike A. says:

    Very helpful, thanks Sabeel!

    A few follow-up questions, and then I promise I’ll leave you alone (at least for a few days!):

    1. What kinds of research (10-Ks, analyst reports, websites, etc.) do you typically do: a) before purchasing a stock, and b) to monitor existing holdings? Are there any “alerts” (hopefully free) that you subscribe to?

    2. How much time, approximately, do you typically set aside for activities a) and b) (from previous question)?

    Thanks again,
    Mike

    • Hi Mike,
      Dont worry about it. Ask away 🙂

      1. Yes, I read annual reports. Other things I read are investor relations material – stuff like presentations are a great resource (although this will always present a rosy picture of the company). But I first want to understand the case they make for investors before I can critique it. Once I have understood how a company works, if I am still interested in investing, I look at the financials – Morningstar is probably the best resource imo. Also, the CCC list maintained by Dave Fish is a great resource (see dripinvesting.org). It gives you data for 10 years. This is all quantitative analysis. Once I am happy with – I then go and read blogs and sites like Seeking Alpha for the crowd’s take on things – note that this can be very subjective and its hard to decipher things in case of qualitative analysis. There will always be a case for and against an investment, but I guess you decide things based on experience.
      I dont subscribe to emails as I dont want to get inundated about every news item. But sites like Seeking Alpha are great – you can follow a stock (subscribe via email, if you want to) and you will get notifications regularly on all developments. Usually high quality companies like say JNJ require almost no monitoring. I use JNJ as I think its one of strongest companies out there – that should be part of every investor’s core portfolio. Whether the economy is doing great or if the world is falling apart – JNJ will continue to make money with their mix of pharma, consumer staple and health products.

      2. I have a huge passion for it, so I spend most of my free time reading and writing about investing. I would say something like 3-4 hours a day :O But I think its excessive (sometimes it can be a bad thing – where you get too jumpy and want to panic when you realize things are going bad and start thinking about actively trading stocks)…the key is to pick companies that you can “invest and forget”.

      Hope that helps
      R2R

Leave a Reply

Your email address will not be published. Required fields are marked *