Author/Editor
Brian Bollinger
Description
Suite of tools and information to build a dividend portfolio.
Overall Rating
Rating: 4.5/5. From 57 votes.
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4.6
Rating from 212 votes
If you’ve subscribed to Simply Safe Dividends, please click the stars below to indicate your rating for this newsletter, and please share any other feedback about your experience using the comment box below.
Investment Performance
Rating from 57 votes
Rating: 4.6/5. From 57 votes.
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- 5 Stars 42 Votes
- 4 Stars 10 Votes
- 3 Stars 3 Votes
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Quality Of Writing/Analysis
Rating from 48 votes
Rating: 4.7/5. From 48 votes.
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- 5 Stars 41 Votes
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Value For Price
Rating from 50 votes
Rating: 4.5/5. From 50 votes.
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- 5 Stars 35 Votes
- 4 Stars 10 Votes
- 3 Stars 1 Votes
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Customer Service
Rating from 57 votes
Rating: 4.5/5. From 57 votes.
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- 5 Stars 40 Votes
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Lots of votes but not one comment. Seems strange. Has anyone tried this service? what are the resulsts like. what was the worst draw down
It’s similar to Simply Wall Street but dividend focused. It collects data and rates stocks based on how good/bad/safe/risky of a dividend payer they might be.
I’ve used Simply Wall street and subscribed to their full service lately and feel like it’s really good so far.
Great place to get a quick view of overall company health, past , future, and dividend.
I feel like both are good sources for objective stock research. Both weed out the hype that a stock newsletter throws in.
It seems like a good service, but the price is a bit too steep for me.
one reason is that this service does not provide any recommendations, so it is hard to quantify results. the results are up to you and how you use the data that is provided. frankly, i am just not convinced that it is worth $400 a year for what you get. but i’m sure many others would find it more than worth the price of admission. but the only “unique” data they are providing is their own proprietary “dividend safety score” and their “timeliness metric” which they really do not describe very well in their marketing materials. fortunately, you can sign up for a free 14-day trial (no credit card required) to see if you like what they offer.
I started using the service about a month ago to supplement my other sources of dividend information., Frankly, I have found it to be extremely beneficial. It consolidates my accounts in a way that makes my other spreadsheets unnecessary. I am a senior with more than 50 years of investing experience and a meaningful portfolio. I certainly don’t totally rely on any one source of information but find that the data provided definitely helps with my portfolio construction. It’s not just the data provided but how clearly it’s presented. There’s nowhere else that on one page I can se all my holdings, stock values, dividend increase rate for 1, 5 and 10 years, Beta for each stock and my portfolio at large along with several other features. I also use Morningstar but find the data input source used by this company to be far more accurate. Bottom line… I think it’s a valuable resource that is well worth the money for a serious investor.
i would be interested in hearing an update on how you feel about this service now.
I agree with all of Barry Martin’s points regarding data consolidation and visibility. The information from this service helps with portfolio construction, stock entry points, and dividend safety. If you believe in the dividend yield theory, then this newsletter may be for you: https://www.simplysafedividends.com/intelligent-income/posts/1104-dividend-yield-theory-explained
Highly agree! Outstanding tool for serious dividend growth investors!
I’m an experienced institutional investor. Brian’s commentary and research is among the best research I’ve ever come across. He takes the technical material in the company filings and turns it into an engaging commentary. On each company page you can scroll to the bottom and see charts for the key company metrics on an annual basis back many years. His tech/portfolio presentation is fantastic. His scoring methodology for catching dividend cuts is extraordinary. He has 3 sample portfolios to pick from (~20-30 stocks each). You can simply pick 1-2 of his portfolios and follow it. He tells you when he makes changes (rare) and why. Can’t say enough positive things about this platform.
As a retired investor whose focus is now primarily on safe and growing dividend income, this tool is an essential for dividend growth investing. It is an outstanding resource for researching candidate equities and REITs, evaluating performance and “safety” of dividend income and growth, creating and managing portfolios to show and forecast monthly and annual dividend income, automatic notification of status changes and company news effecting dividends, data-centric monthly newsletters, and excellent customer service. I recommend Simply Safe Dividends for serious dividend investors — well worth it’s subscription cost!
I subscribed to Simply Safe for one year, at $399. I found it extremely helpful and it gave me some excellent advice. I would suggest it is for the DIY investor who does NOT want to pay the monthly service fee of 1%-1.5% for a wealth manager or financial advisor. It would be an investor who doesn’t yet have the confidence to invest with his/her own knowledge, but feels–rightly so–that they can “do better”. I’m 60, married, and retired. I handle the investments in our family.
That said, I did not re-subscribe (yet). I am exploring other avenues of wealth management. I do some day trading and swing trading. I can average about $100-$200 a day profit on trading $10 to $20K. I don’t do options. I do swing and intraday. My portfolio is about $1.2 so using $10 to $20K to “make” a quick $100+ daily brings me about $30K a year, in addition to passive income through stock appreciation and dividend reinvestment.
I moved over to Seeking Alpha, but at this point there is too much to sift through on that site. Tried MotleyFool–which I first began reading back in the early days of internet on AOL stock forums, when the advice was free. I got out of the MF 30-day free trial and went over to Jim Cramer. I’ve also done Contrarian Outlook and a variety of other resources–all on a free trial basis. What I hate is the constant upsell. I read Bloomberg and Business Insider.
Having done the rounds, so to speak, I am coming back to MF, Jim Cramer, and SimplySafe Dividends as my go-to resources. SimplySafe for maintaining a stead income stream with little work on my part. MF for the more risky part of my portfolio—and MF isn’t very risky, frankly. Jim Cramer is good for swing and intraday trades, as well as short-term (under a year) holds and cyclical stocks. If I can find a decent day trading source for a reasonable price, I’ll be a super happy gal.
Xxxx
I just started with Simply Safe Dividends a few months ago. It’s worth its weight in gold. My Story: I sold all of my stocks at the beginning of this bear market because of another newsletter called Investech by James Stack. Stack is the best market timer ever and the only one I’ll follow. I’ve been subscribing to Investech since about 2009. You can see his reviews here at Stockgumshoe. I didn’t like the stocks I had chosen from other newsletters and decided to start all over and buy when Stack says the bear market has bottomed. I know from years of experience that he’ll get it right. As for Simply Safe Dividends, it has helped me prepare for the market bottom with excellent dividend stocks. I feel so good about this and can’t wait to start buying. Between the two newsletters you can’t go wrong. Note: i don’t sell all of my stocks every time James Stack says we’re in for a fall and I don’t think he ever recommends selling everything, but he said this is going to be a major bear market and his newsletter and its charts were scary. That’s when I decided to sell everything. I could tell this bear was going to be a dilly. I recommend both of these services highly. He and his team watch over 100 market indicators and they really know what they’re doing.