David van Knapp (DVK)

Small world!!!

Otro articulo de ayer mismo en SA por si alguien busca una segunda opinión

https://seekingalpha.com/article/4382681-bird-plane-5-undervalued-lockheed-martin

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Being an LMT bull is, quite simply, very easy.

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Al final, terminó picando LMT

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Interesante empresa, no la tenía en el radar:

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https://seekingalpha.com/article/4394562-dividend-growth-outperformance-evaporated

Just one last point: All of the total performance information in this article has been what I call total-performance Vanilla: Price + dividends, not including the impact of reinvesting those dividends.

For accumulators, the better measure is Chocolate: Price + dividends + dividend reinvestment. In DG investing, the money to reinvest comes organically from the stocks. For that reason, I do not think that total return Vanilla tells the whole story, at least not for those in their accumulation years.

After years of being shown charts that “prove” that investors underperform the very assets they invest in (because they trade too much and trade badly), we all know that “investor returns” do not match the returns of the assets owned. Investor returns account not only for the assets selected but also for investor behavior, which in the case of DG investing includes the impact of dividend reinvestment.

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Parece que el sector farmaceutico se esta poniendo de moda. Buffett, Van Knapp, yo :joy: :joy: :joy:

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Jajaja @miguel_angel_sanz, todos sabemos quienes somos las manos fuertes que movemos el mercado…

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Captura de pantalla 2020-12-22 a las 18.40.44

BOUGHT 12 ABBV @ 101.76 (UXXXXXX) as of 2020-12-21 16:29:27.

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Buffet, Van Knapp, EloySnowball, cazadividendos y ahora Miguel y el aquí presente. No se como no os lanzais como locos a comprar Merck, BMY y Abbvie :smile:

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Lo que compra el Sr. y la Sra.Cazadividendos es secreto de estado :wink:

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:rofl: :rofl: :rofl:

Veo todavia poco volumen, estan bajando, a ver si conseguimos que suban :joy:

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Estamos rodeados de gente de poca fe :smile:

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Hola a todos!

Por aquí otro fan de Mr. Dave.

¿Alguno ha leído el libro que ha publicado recientemente?

Por otro lado, coincido con elo78 en que se me pasa por la cabeza replicar sus acciones y así no tener que estar tan pendiente del mercado… jaja

De hecho uno de los colabores de Daily Trade Alert, Jason Fieber, sí ofrece la posibilidad de replicar su cartera e imagino que su filosofía debe ser bastante similar a la de Dave.

Un cordial saludo

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chowder no aprueba esto :rofl: :joy:

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