As a dividend investor, I carry a buy and hold mentality with each stock purchase. Once a stock enters my portfolio, it rarely leaves. At least, that is the plan. However, as we all know, whether it is investing or life, circumstances change over time and we have to adapt to the constantly changing environment. For our investments, not all changes are positive and the changes may force us into a corner. Do we continue to hold the stock? Or do we sell? Man does it suck typing that word out. In this article, I am going to discuss 3 scenarios that would cause me to consider selling an investment and review my portfolio to see if any of my holdings fit 1 of the 3 descriptions.
Tag Archives: Stock Screener
Why I Compare Current Dividend Yield to 5 Year Average
Today I wanted to dive into a piece of my analysis that I constantly have been using, such as for TGT, AFL and MAT, where this is something that currently is not included in our dividend stock screener page. You have seen the trend of my posts have 1 other piece that I evaluate – the current year vs the 5 year dividend yield average for that company. Today… I will show why. Continue reading