Now that the midterms are over, investors have a bit more clarity over what’s coming. The United States now faces a divided government. For investors this means nothing, literally nothing. Because Democrats control the House and Republicans hold the Senate, there’s total gridlock. When nothing gets done businesses can plan strategically for 2 … [Read more...]
2018 Midterm Jitters
In the past few weeks we’ve seem the market become increasingly volatile. At the same time, we had the worst month since 2011. Tech and industrials led the decline. There have been varying reasons for this volatility and turmoil. I’ve heard rising interest rates, weak corporate guidance, and trade to name a few. In my opinion we are … [Read more...]
Recent Buy: Chubb Limited
It was a wild week for the market. Between Wednesday and Thursday, the Dow fell over 1300 points. It was a steep decline, but also an opportunity to buy additional shares. In this case I added a new stock to my portfolio; Chubb Limited (CB). The company was on my radar for a while because of their global presence, diversified product lines, and … [Read more...]
Recent Buy: General Mills
As discussed in my last post, my weighting towards consumer non-cyclical stocks is quite heavy. This led me to explore multiple sectors in international markets. I found some interesting companies in China like Sinopec, China Mobile, and Alibaba. In India, business services company Infosys caught my eye. International insurance company, Chubb … [Read more...]
Winners & Losers
I’ve been engaged in the dividend growth strategy for about five years now. After years of inaction and focusing on my college degree I eventually jumped back in. I started by purchasing 30 shares of Fastenal stock in 2013; the company I began working for. I then picked up larger stakes in McDonalds, P&G, PM, and Coca Cola. Around this … [Read more...]
Recent Buy: W.P. Carey
Real estate is a wonderful investment as it represents tangible property. Land, like gold, has been the universal currency of mankind for centuries. Looking over my quarterly results I find I am still too heavily weighted towards consumer staples. I recently added on to companies like P&G and Hormel. Overall, 30% of my portfolio is invested … [Read more...]