8 Comments
User's avatar
The Income Lair's avatar

Zero cuts across two years is a strong scorecard, and $4,000 a month against a $5,000 goal makes the gap easy to see. I am still learning how to prune, so I am curious what turns a holding yellow instead of green in your Wednesday review, and what would actually make you sell one?

Seixas's avatar

Nice update, and zero dividend cuts in nearly two years is a solid scorecard. How do you decide when a payout growth rate like 11.5% is sustainable versus a warning sign?

Deron B | Orizon Analytics's avatar

Breaking $4,000 a month down to $131.50 a day is such a good way to make the scorecard feel real instead of abstract. Zero dividend cuts and 11 raises in under two years is the kind of durability stat that's easy to claim and hard to actually track cleanly across a real portfolio. That's the exact kind of running tally, raises, cuts, income pace, we built Orizon's income view to keep without the manual bookkeeping.

Ghost Alpha's avatar

Skipping bad pitches just to stay fully invested is a patience I've had to learn.

twido's avatar

What I find particularly frustrating is that many investors here never actually achieve these kinds of returns, because we already pay a 30% tax in our country—and on top of that, there are often additional foreign taxes if the shares aren't from our own country. In other words, I frequently end up paying 50% to 55% in taxes, meaning the actual yield from dividends is, on average, half of what is being presented here. Yet, this is something that is consistently left unmentioned.

Rajesh's avatar

Understand but what is wing sold here

Seixas's avatar

Zero dividend cuts and only one company sold in almost two years is a solid scorecard. Nice to see a portfolio review that checks progress against the original $5,000 per month goal.

Arges's avatar

Really nice update. The part that stood out to me was the track record so far — no dividend cuts, 11 companies raising their payouts, and about $4,000 a month already coming in. That steady progress toward the $5,000 goal is easy to follow and really encouraging.