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European DGI has a lot in common with Mike. A long-term view, a clear investment strategy, and a focus on investment themes. Still, similar investment strategies can be interpreted differently. This episode has a concrete example. Here is an exciting chat about his two passionate investors on Dividend Growth Investing and some of their favorites.
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you learn
- EDGI began investing in 2014 and has already covered approximately 45% of its expenditures with dividend income. All this was caused by computing tools and a desire to quit the rat race.
- The European DGI experienced poverty during his childhood that shaped his outlook on life and happiness.
- Mike wonders what the EDGI savings rate is and how to handle it in a time of high inflation and high interest rates.
- EDGI discusses one of our favorite stocks, ASML, and shares its competitive advantages and risks.
- Mike and EDGI share their take on Intel (INTC) and why they’re selling stock.
- An investment mistake led DGI in Europe to write an investment thesis for each asset it held. He has also developed an exciting way to review his portfolio annually by writing letters to his family, who are his shareholders.
- By measuring organic growth from the portfolio, EDGI has learned a great lesson that will give them a clear picture of where they are meeting their goals.
- EDGI and Mike find similar characteristics in portfolio classification. In both cases, they help assess and manage portfolio risk.
- Mike asks questions from Twitter followers: Dividend Talk, Brandon, Marco, and Jeff. These lead us to discuss favorite stocks such as ASML, ADRNY, ATD.TO, Canadian Banks, and EDGI portfolio holdings.
relevant content
One of the most common fears among investors is the fear of losing money or making mistakes. In all honesty, high interest rates, inflation, and the likelihood of a recession are compounding that fear. Convince yourself with a simple plan today.
How to invest $100,000 today [Podcast]
Intel (INTC) It beat shareholders last week with a 66% cut. Mike recently spoke about the future of his business.
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