7 Comments

Great article. I'm not clear on when our first dividend stock will be purchased.

Thanks

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Hi Paul,

The current plan is to get the investable universe released and our framework for analyzing companies, then the portfolio will begin to be built.

The market may change things, but right now the first stock is planned to be bought in November.

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i am a subscriber to both portfolios. Please tell me how you can list all dividend kings and then narrow it down to your top 5. List them 1 through 5, but not pick number 1 for your first stock in the portfolio. If it is your number 1, why isn't it the first pick. In fact, the first pick is no where on the list

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@TJ can you give some guidance here?

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Great article! I think ~this~ is the "owner's manual" for Compounding Dividends. 👈

Investing in non-US listed companies for me is difficult not because of the FX but because of the fees. In my case, I use Fidelity and they charge gnarly fees. For example, I wanted to start a position in KPG only to discover a $30 foreign exchange settling fee. 😬 Eeeek! In the few cases where I dabbled with US listed, non-US companies the taxes were easily handled by TurboTax. Where I did get whacked on the head with taxes was Limited Partnership companies. This was very early on in my journey when I was a naive yield chaser. Handling that K-1, which is simple for some, was complicated for me. 🤯

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The MLP companies do have some tax benefits, but you pay for them a bit with the K-1 forms 😀

Glad you pointed out the fees some brokers charge for foreign investments. It’s something partners will have to keep in mind as we build our portfolio.

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