Don’t Overvalue Dividends

Don’t Overvalue Dividends

Gil published a piece in Advisor Perspectives entitled “Don’t Overvalue Dividends.”   “My advisory firm is a big fan of stocks that pay dividends. Segment’s tax-efficient rising dividend portfolio is our most popular strategy. But if you dig into the numbers, the dividends our holdings pay are not huge. This is because we manage for…

The Great Inflation Debate

The Great Inflation Debate

Signs of inflation abound with chip shortages, car shortages, and sky-high lumber prices, among others. Many forecasters are predicting 70s style inflation or even stagflation.  Given the similarities in Jimmy Carter’s and Mr. Biden’s policies, it’s a valid concern.  Yet, I feel there are extenuating circumstances this time that give me hope that we can…

The Math of Buying the Dips

The Math of Buying the Dips

Segment is a big advocate of buying market exposure on dips. However, an investor must use this strategy within a certain context; otherwise, the tail can wag the dog. Buying the dips can have an undeniably profound positive impact on long-term results. Segment’s three primary equity strategies all had fantastic 2020 results, due primarily to…

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