Coastwise Monthly Dividend Newsletter

Musings on financial matters that impact your wallet and your life.

 

The issues presented monthly in the Coastwise Dividend Newsletter can be nuanced and complex.  While the objective of the newsletter is to provide information you can apply immediately and profitably, it should be noted that everyone’s circumstances are different – and there is no practical way we can cover all the aspects of a given topic without causing your inbox to explode.  To learn more about some of the trading, hedging, income generation and other techniques discussed in the newsletter and applied daily here at Coastwise, please feel free to contact us directly for a one on one discussion.

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Seeing the Forest for the Trees

During challenging market conditions, it is easy to get caught up in headlines and daily noise. Sometimes it is helpful to take a step back and visualize your portfolio for what it is: a basket of cash generating – and often cash distributing – securities (stocks, bonds, REITs, MLPs, etc.). At Coastwise we focus on not one profit center but three: 1) dividends, 2) income from option sales, and 3) capital appreciation (the thing that makes daily headlines – price movements). Each position held can be thought of as a money tree, with a portfolio of 30 – 40 positions being your own cash generating forest. At any one time, at least 2 of the 3 sources of profit are typically working for you. I

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