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Income Producing Asset Portfolio Update

2019 has been a pretty rough year in the market with benefactors such as tweetstorms from Trump, decreasing global industrial production and manufacturing numbers, and escalating conflicts between the west and the east. Economists believe that 2020 will be the most volatile year in the stock market history, and we are late in the business cycle. What to do? Which income producing asset should you buy?

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August 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time at the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Summary Few stocks look interesting right now, but there are still some attractive candidates Analyzed the past Read more…

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July 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time in the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Summary Enbridge is my best buy Swedish investments firms trade at an attractive discount Intrum Justina and Read more…

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January 2018 Watchlist

Stocks are currently trading at high premiums and it’s hard to find companies where there is a reasonable margin of safety. When looking at the Cyclical Adjusted Price to Earning (CAPE) ratio, the likely future returns from equities over the timescales of 10 to 20 years is low. Only energy seems like a reasonable investment, and maybe telecom. Both have been lagging the S&P 500 for a while, but so what? Does that mean it’s time to invest? (more…)