TPL - Strong Buys - The 4 Dividend Gems I Trust With A Third Of My Net Worth
2024-07-08 08:05:49 ET
Summary
- I discuss key investment ideas on Seeking Alpha daily, emphasizing dividend growth opportunities and big-picture developments that impact portfolios.
- I hold just 22 stocks, emphasizing my best ideas for a concentrated portfolio. This article spotlights four top investments, which form 30% of my net worth.
- These high-conviction picks span critical sectors like energy, defense, and transportation. Each is chosen for potential market outperformance and consistent dividend growth.
Introduction
I have the privilege to discuss investment ideas with my readers on Seeking Alpha almost on a daily basis - 365 days a year.
As it says in my Seeking Alpha bio:
[...] Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities.
While we discuss countless topics, like uranium miners and trucking companies, my main goal is always to achieve (at least) three things:
- I want to discuss important "big picture" developments that could impact our portfolios. This includes inflation, economic growth, supply chains, energy, and geopolitics. Especially the articles that include more than one company, I want to structure them in a way that they add value - even if people don't like my picks. Essentially, I want this to be a learning experience for all parties involved - including me.
- Many years ago, I decided that dividend investing was the way to go. Not only is it fun to buy great companies, but it's also fundamentally proven that buying dividend growers is the best way to potentially beat the market with less risk (see the chart below). Hence, most of my articles focus on long-term investment opportunities.