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.


Wax On Wax Off: The Real Definition of Risk

Wax On Wax Off: The Real Definition of Risk You hear financial commentators often talking about the notion of risk in referencing asset classes. ‘The market was higher today and telling us the risk trade is on…’ or ‘Investors took risk off the table this week by shifting into bonds from stock.’ Another common reference to risk relates to how volatile the market is in the near term as evidenced by comments like, ‘I expect the markets to be a lot more volatile and riskier leading up to the next Fed meeting….’ But is the ownership of stocks, and the short-term movement thereof, the best definition of risk? Or even a good one? Let’s examine more closely. Two investors own the S&P 500 (SPY). One

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