Low Beta Investing: The Anomaly of Lower Risk And Greater Returns

Greater risk means greater rewards.  That’s the mantra we’ll taught about stock market investing.  Take the risk of investing in the stock market and you could lose money… but you might also make considerably more than you would in a bank account, or money market fund.

“Without risk there is no reward.”

That’s the story we’re told as newbie investors anyway…

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Lessons On Investing: Kraft-Heinz

Last time I wrote one of these “Lessons On Investing” posts, the chosen stock was a HUGE success.  It was one of those successes that everyone dreams about investing in.  The kind that make you rich.  I still criticize myself for not investing in the company 20 years ago.  That company was Apple, Inc.

Investing successes are great of course, but we can also learn from investing failures.  Some people even say you learn more from failures than you do from successes…

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Growing Dividends In 2019

Every year right around the end of January, I try to plan out my dividend income and capital allocation goals for the year.  I started doing this in 2017, continued the process in 2018, and still find the process useful enough that I’m doing it again in 2019.

At the most basic level, my planning process amounts to putting excess cash to work from our Big Fat Cash Pile AND trying to put that cash into smart places that generate a growing stream of dividend income.  The devil is in the details of course…

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2018 Year-End Net Worth Update

I’m not going to sugar coat the obvious here… the Tako family net worth declined in 2018.  The year 2018 turned out to be a perfect showcase for stock market volatility.

Most of the year the stock market was in a happy place — The economy was growing, consumers were borrowing and spending more, and unemployment was also super low (all of which are important ingredients for a rising stock market).

It looked as if 2018 was going to be yet another year of positive stock market returns…

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Wealth Building Is Mostly Invisible

To a certain extent, investors like myself desire to see a steadily rising net worth.  Up and only up please!  Unfortunately, life and the stock market don’t always comply with what I want them to do.

There will be years where the market is down, and weeks when more cash flows out than flows in.  So how do I know I’m actually building wealth?

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