June 18, 2017 Facebook Twitter LinkedIn Google+ Bloggership,HotOnBlog


Click here to get 7 PROVEN DIVIDEND INVESTING PRINCIPLES, ONE WEBSITE at discounted price while it’s still available…

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Source: Compustat via FactSet. Indexes are unmanaged, and one cannot invest directly in an index. Past performance does not guarantee future results.

NOTE: The Dividend Stocks Rock is a membership site with access to both online pdfs and online content. This platform does not include stock recommendations  please read our terms of use & legal information before proceeding. After you order, you will get INSTANT ACCESS to them. This is not a mailed program.

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I’m glad you ask about the difference between stock recommendations and what DSR offers. DSR will provide you with example of real world portfolio models that are managed in real time. The site also provide several stock lists shown according pre defined metrics. In both cases, it’s up to the investor to do further research and make his/her own investment decisions. This site provides tools to save time and make your portfolio management easy. However, it is still up to you to make your investment decision.

I hope this answers your question,

Hi I’m relatively new to investing and would like to start with a small portion of funds to get started. (Around 1k or so). Would I benefit from starting this process with your DSR website? Thanks so much for your time.

I think you would definitely benefit from it. The “Baby Step” section include a eBook teaching the basics of dividend investing. Then, we have the real life starter portfolios (American and Canadian versions) including 4 stocks. As you grow your investments, you will benefit from our stock lists and stock ranking and you can continue your financial education through our bi-weekly newsletter.

Feel free to ask me any other questions through this page or via my email at [email protected]

yes, it’s the annual price to access to Dividend Stocks Rocks and all its features (portfolio models, newsletter, stock list, stock ranking, etc)

You can cancel it within the first 30 days of purchase and get reimbursed without questions.

Hi Mike, been receiving and appreciating your emails for some time now, I would like to ask, can you assist in providing a sample portfolio for me. My wife and I are Canadian, in our early 50’s and would like to retire now by investing in dividend paying stocks. I have 1 million in a corporate account and 2 million in cash to invest 1/2 of which is in RRSP divided equally between my wife and I.
I am somewhat familiar with the stock market but am afraid to invest at the present time since I fear there is another crash in the near future, we lost nearly 40% in 2008 and could not handle that stress again.
Can you offer some asistance.

I’ll send you an email regarding your question but we don’t offer taylormade portfolio services. You can use our portfolios and combine them with a few stocks found from our stock lists, DSR ranking or our newsletter.

Hi mike,
I have been receiving and enjoying your emails and analysis for some time now – thank you! Like you, I am an vid dividend investor with a large side of value investing included (think Norm Rothery or Benjamin graham). As your most recent post suggests, since 2009 It has been relatively easy to do well in the markets, I have an average CAGR of 22% including dividends. The high market scares me so I dumped everything recently (including JNJ which I bought at 58, as well as WFC, MDT, And KO) – with the market so high, what is your stance on selling some of your core stocks (I.e. JNJ, KO etc.) and waiting for a correction? Regarding this great new dividends rock service, if we purchase the annual subscription now – can we lock in the annual price as early subscribers for future years?

Hello Pete,
as long as you stay a member of Dividend Stocks Rock, your annual subscription price will remain the same. You will keep the price forever.

Thanks mike. I noticed you changed your p/e screen criteria and increased it to 20. Do you mind expanding on your thoughts on the high valued market, you changed some screen criteria any changes to your investment approach (e.g. Reduce amount of assets in equities). Thanks in advance. Pete

I’ve changed a few metrics (like P/E ratio and minimum dividend yield) to find more companies that are still interesting today considering the bull market. The easy money has been made right now but it doesn’t mean you can’t continue to make money with sound investments. I’ve added HP, LMT and GS.TO to my portfolio at the beginning of the year and all three companies are performing very well.

The key is to pick companies that will continue to perform in the future and that is not only lifted by the overall bullish market. Let me know if this answers your question.

With your site (I am not a subscriber yet), do you list the companies that are “contrarian” or perform well despite the market cycles aka bubbles?
Thank you Mike
I found you via dividendmantra…

Hello Justin,
We don’t highlight contrarian stocks per se. We do a selection of stocks according to our dividend growth model (part core, part growth).
Depending on the type of bubble you get, stocks will react differently. Therefore, it is hard to determine which stock will perform well during the next market crash. For example, MCD did incredibily well in 2008-2009 but I wouldn’t bet it would repeat their stock performance if a bubble would burst today.

Let me know if you have any other questions!

Many thanks mike. Good value pickings are slim in this bull market. Consider me a long time member of DSR. Pete

In your opinion, how many stocks do you feel that the average person can adequately manage at one time. In other words, how many stocks should be in a given portfolio at any one time.

This is a very good question. I think it depends on how big your portfolio is. I think 10-20 stocks is good for a portfolio under 100K, then you can go up to 25 and once you reach 500k+ 30 stocks + a few ETFs is a good average.

I think it requires a lot of time to follow more than 30 stocks, unless you are a true passionate investor and you want to spend several hours per week looking at your stocks.

Hi Mike.I’m back and looking for more dividend investing information.What is your cancellation policy if I subscribe but don’t like or can’t use the information.Are you offering a trial period.The Internet Is flooded with information but my experience has been that a lot of it is of no use to small investors,

Let me know if you have any other questions.

but, I must admit alongside you, that the vast majority of self-proclaimed “gurus” and so-called specialists
are out there to gut/rip us with their ridiculous fees
(I even dare say that your charges are a might high.)

Nonetheless I’d like more info , … &

DO YOU INCLUDE/COVER Canadian TITLES/Div. shares ?????????????????????????????????????????

We do cover both Canadian and US stocks. The site is 50% about US stocks and 50% about Canadian stocks so everybody finds something interesting.

[…] is a good place to start, but there are still lots of work to do before picking the right stocks. Following my 7 investing principles, I’ve highlighted my top 5. The list is in no particular […]

[…] bought LMT mainly because it is a sound business with great fundamentals. Following rule #5, I didn’t spend much time figuring when the perfect time to buy LMT was. I knew it was a strong […]

The membership includes a “baby steps” ebook to help you starting your portfolio. This could be of great help.

Let me know if you have any other questions,

Thanks Mike! I think signing up for DSR would be a good investment for us.

looking forward discussing with you via email ?

Would like to see a sample please and thanks Bill

Hello Bill,
you can register and ask for a refund with no questions asked within the first 30 days. You will then be able to look through the website and read our previous newsletters.

Let me know if you have any specific questions.

Hi, Mike. I am gradually transitioning to a DGI philosophy as I near retirement, and I find your blog and ideas refreshing and well-organized.

My question relates to your various portfolios. What are the differences between them? If I understand your responses to other questions, it sounds like they are based on the account size. Is that correct?

Steve W
Dallas, TX

thank you for your question, that’s a very good one!

First, I have 2 sets of portfolio of the same size. e.g. two 25K, two 100K and one 500K. For the 25K and 100K, we have a conservative portfolio (more “classic” dividend growth company that will generate a stable source of income) and a growth portfolio (with companies showing higher growth potential/risk such as AAPL and DIS for example). All companies pay dividend, but the yield can go from 1% to 5% in general. We focus more on the growth (dividend growth and stock value growth) than the yield. We believe a high yield will come with holding shares for a long time and benefit from the power of compound dividend growth.

We also offer US and Canadian portfolios (same size, same investing focus).

Obviously, the 100K portfolio includes the 10 stocks from the 25K and we add another 10 companies. Companies hold in the growth portfolios are not part of the conservative ones and vice-versa (besides very few exceptions). Therefore, if you look at ideas to build you 100K portfolio, you will have access to roughly 40 companies held either in the conservative or the growth portfolio.

I hope this answers your question. Let me know if you need anything else!

I just joined, with an annual subscription. How do I get the Dividend Growth book? I already purchased the Canadian edition, I need the U.S. edition, please!

Hello Mark,
I’ll send it to you this evening. Thank you!

Looking to subscribe. But would like to know what will happen if you are out for a long period(injury, sickness,…)? How many people is working with you(has good experience?)?

You have a very good question! While I am “the man in front” of DSR, we are currently a team of four people working on this platform. Therefore, if I would be out for a long period, there are three other members to continue updating the site. They are able to provide the same high value as members have been enjoying for over 2 years now.
I expect to grow DSR even bigger in the upcoming years and hire more people.While DSR was created in 2013, I’ve been in the website industry since 2006. I’m not ready to quit.

let me know if you have any other questions!

HI Mike does the 14.95 a month allow you to cancel anytime

Yes, you can cancel at anytime with the monthly subscription. The payment will be stopped within 24 hours and you will have access to the membership till the end of your month.
The monthly subscription also qualifies for the 60 days refund policy. We are convinced you will like our site ?

I’m thinking about subscribing however I’m 68 yrs. old! Would this be of use to me or more suited to people 20 to 45 yrs. old?
Tks, David

Thank you for your comment, you bring a very good point. In fact, our conservative portfolios are aimed toward retirees seeking more income and stability than growth. The newsletter cover all type of dividend companies. You can register to see what it’s like and if it doesn’t meet your needs, we have a 60 days refund policy no question asked.

Let me know if you have any questions!

Hi Mike,
I’m interested in joining but was wondering if you would go over which brokers to use and perhaps the list of cons and pros. The portfolios and newsletter solves the problem of which stocks to invest in, but I can’t decide which broker to use. I was looking at ScottTrade and Trade King, but they each have their pros and cons leaving me stuck. Do you go over which brokers are better for certain people in different budgets and wondering which broker do you use?

thank you for your comment.

I don’t review extensively each broker, but I’ve found Trade King to be a very good option. I also ran a poll across my newsletter subscribers and several of them use Trade King, Fidelity and Scottrade. The choice of a broker is important, but the choice of your investing strategy is even more.

Let me know if you have any other questions.

Maybe I missed it but do you reinvest your dividends or collect them and then buy more stocks later when there is a dip?

When you consider buying or selling a stock do you use any technical Analysis or just wait for a rise/dip in the market or do you just jump in/out?

We reinvest the dividend within our portfolio to maintain the same asset allocation (our goal is to have equal position).
We do not believe in market timing, when we buy our sell a company, it is because it meets our 7 investing principles. Market timing is only responsible of 3% of your total return over the long haul, we rather work on our selection process.

I’m retired. Dont have time for growth. should I look for 3,5,7,9% yield. I’m over 75 years old. Thanks

Close to the bottom of the page on the link you’ve provided to “The Core Model Portfolios”, the following statement occurs:

“We strongly suggest you subscribe to the portfolio newsletter you are following to receive the buy and sell signals.”

Does this mean there is an additional “hidden” subscription cost, i.e., that in addition to paying for the one-year or long-term or monthly subscription package, there is another cost for subscribing to the newsletter associated with the portfolio one chooses to follow?

As an aside, you might want to have one of your four team members proof-read and correct the many “typos” and/or grammatical errors (e.g., see the section titled “Think Core, Think Growth”) that occur in the latter half of this document (“7 PROVEN DIVIDEND INVESTING PRINCIPLES, ONE WEBSITE). Such carelessness in the presentation of information does little to instill confidence in the legitimacy and/or accuracy of information and/or data one will encounter in a subscription package. Just sayin’….

Thank you for your comment. There is not additional cost, the newsletter (including the buy/sell alerts) are included for our members.
I’m sorry for the typos, I’ll look into them.
Best regards

you simply have to click on one of the 3 membership options ?
Best regards,

Thank you for your email, I hope you are doing well!

Let me know if you have more questions!

Hi Mike, What is the turnover of the stocks?

Hello Bill,
this is a very good question. Our goal is not to turn our portfolios into trader ones. The most conservative portfolios do not move much, but we do trade 1 or 2 companies per portfolio per year on average.

Do you ever have sales on the yearly price?

Hello Tom,
I do, in fact, I’m travelling across North America and Central America for 12 months with my family (I’m currently in Mexico) and this site finances my trip. Yes, we are that good ?

No he doesn’t mean ‘get sales’, he said ‘have sales’. In other words, do you ever offer a discount on the yearly package price.

Hello NG,
we do offer sales from time to time, but you have to register to our free newsletter here:

Hi, thinking of joining but based in the U.K. Is this info going to be relevant to me?

Hello Matt,
we cover the U.S. and the Canadian market. Unfortunately, we do not cover the U.K. market. Therefore, it depends where you invest your money!

Hello, I recently have been doing a lot of research into dividend stocks and investing in general. I purchased the dividend toolkit and have found it to be fairly useful, though I think further explanation on some topics and details are warranted. I was wondering if you plan on maintaining your blogs and updates on the various dividend investment blogs you’ve purchased? I couldn’t help but notice that the latest information on the blogs is almost a year old. I signed up for the dividend monk newsletter, so I hope to get further useful information!

Hello Derek,
Yes, the membership site is being updated on a weekly basis. Members receive 2 complete newsletter per month and all the data is being updated.
I author another blog (www.thedividendguyblog.com) which is being updated twice a week.
Best regards,

[…] yourself a strong set of investing rules like my 7 dividend growth investing principles and adjust them over time. As you become more comfortable using those principles, your investment […]

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Click here to get 7 PROVEN DIVIDEND INVESTING PRINCIPLES, ONE WEBSITE at discounted price while it’s still available…

All orders are protected by SSL encryption – the highest industry standard for online security from trusted vendors.

7 PROVEN DIVIDEND INVESTING PRINCIPLES, ONE WEBSITE is backed with a 60 Day No Questions Asked Money Back Guarantee. If within the first 60 days of receipt you are not satisfied with Wake Up Lean™, you can request a refund by sending an email to the address given inside the product and we will immediately refund your entire purchase price, with no questions asked.