“If profit margins settle at the level of the past decade, at 10.2%, then the market will be trading at about 22 times earnings”.
2. How do you asses the following strategy - to own ETFs and stocks of individual companies that pay monthly dividends? The valuation can go down but at least one has cash inflow from dividends and reinvest them? Or is this approach worthless?
Interesting article. Do you do any option writing to ride out a secular flat market?
not our cup of tea. at times we use options to hedge.
Vitaliy, hi,
I have two questions, if you don’t mind 😊
1. I don’t understand the calculation:
“If profit margins settle at the level of the past decade, at 10.2%, then the market will be trading at about 22 times earnings”.
2. How do you asses the following strategy - to own ETFs and stocks of individual companies that pay monthly dividends? The valuation can go down but at least one has cash inflow from dividends and reinvest them? Or is this approach worthless?
Thank you 😊
And thank you for Chopin and sharing drawing