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.


Why Bother?

For the last half decade plus, U.S. stocks have been just about the only game in town. While the DOW and other U.S. major indices rest near all-time highs, European stocks, for example, as represented by VGK, have seen little net upward movement since 2006 (with plenty of ups and downs along the way). The situation with U.S. stocks relative to the rest of the world is akin to that of growth stocks in the late 1990s vis-a-vis their ugly duckling brethren value stocks within our own borders. “Why bother owning value stocks?” was the common refrain, reflecting the typical rear view mirror investment philosophy rather than fundamentals (valuations, dividend levels, etc.) and most important, futu

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