Why did we trim Apple, Visa, and MasterCard in the AMM Dividend Growth strategy? Glenn explains why our portfolio management rules lead to these trades, why trimming winning positions is one of the hardest things to do, and how our… Read More
AMM First Quarter 2020 Client Letter A few years ago we attended the Chartered Financial Analyst (CFA) Society’s annual forecast dinner in San Diego. Attendees were a group of mostly professional analysts charged each year with the task of predicting… Read More
Happy New Year! As we begin 2020 we are trimming some positions in the AMM Dividend Growth strategy that currently exceed our maximum position size threshold. So far we’ve trimmed Visa (V), MasterCard (MA), and Apple (AAPL). We’ll likely trim… Read More
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Transcript Welcome to the 9th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch, a portfolio manager with American Money Management. In… Read More
Listen Links ADGP Episode 2 ADGP Episode 3 ADGP Episode 6 AMM Dividend Letter #39: eBay AMM Dividend Letter #40: Charles Schwab Schwab Kills Commissions to Feed its Flywheel of Scale Books AMM Dividend Letter Vol. 1 AMM Dividend Letter… Read More
AMM 4th Quarter 2019 Client Letter Investing is by default a boring exercise. Buying a stock and checking the share price 4 times a day to see how much money you are making (or not) might be fun, but it’s… Read More
Listen Download AMM Dividend Letter #42: Lockheed Martin (LMT) Links Reddit Thread on F-35 Quality Comments from Pilots on the F-35 The Pentagon Wars (movie) Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol…. Read More
Listen Links AMM Dividend Letter 40: The Emoji Guide to Investing and Charles Schwab (SCHW) AMM Dividend Growth Podcast Episode 3 Wealthfront cash accounts help platform explode to $20 billion in assets Money Stuff By Matt Levine Books AMM Dividend… Read More
One of the hardest things for us to do as a portfolio manager is to sell a portion of a winning position. A position that has gained in value is a symbol to our brilliance and a testament to our… Read More
Schwab is cutting commissions to 0%! Starting on October 7 all U.S. traded ETFs, stocks, and options will trade commission free. Schwab will still charge $0.65 per contract on options trades. Schwab is a discount broker. Clearly they just erased… Read More
We used to own Hilton in our Dividend Growth Strategy. A big reason why we bought Hilton was because of what Marriott did. In