Listen Books The Behavioral Investor AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Transcript Welcome to the 10th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch a portfolio manager at American… Read More
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
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
Visa (V) and MasterCard (MA) are the two lowest yielding positions in our dividend growth portfolio, both yield under 1%. We think they will be the two companies to grow their dividends the fastest. They both have low payout ratios… Read More
This is from the AMM Dividend Letter released October 4, 2014. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Berkshire-Hathaway, the company that Warren Buffett built… Read More
The Big Picture – Staying Invested We are strong adherents of the KISS (“keep it simple stupid”) philosophy when it comes to investing. Focus