What are your Investment Rules?

[kiora]

First question: is there a financial bubble?

"Recession forecasts have been wrong for years. Here's why a 'perfect indicator' doesn't exist."

https://finance.yahoo.com/news/reces...090047128.html

""Most of the recent recessions we've had were the result of a bursting of a financial bubble," Pearlstein said. "And none of these economic data really speak to that.""

""almost every recession indicator has not survived the next recession."

""If you know how dice [work], that doesn't help tell you what number is going to come up on the dice, but it tells you how to gamble, and, more importantly, how not to gamble," Furman said.

This comes back to the truth about recession indicators: They can be right for a long time. But anyone who's ever been on a trip to Las Vegas knows that no one can guess correctly where the dice will fall forever."

[kiora]

"6 key metrics every dividend investor must track"

https://www.sharesight.com/blog/6-ke...rm=Read%20more

"It should be noted that in isolation, dividend yield is not a very useful metric. Dividend yields can increase if either the dividend payout increases or if the share price decreases. And if the share price decrease is due to a fundamental issue with the underlying business, then you are buying into an underperforming company. Hence, the term dividend yield trap."

"6. Total annualised return
While this is not a pure dividend metric, it’s an important and comprehensive one that tracks the overall performance and health of the portfolio. As you can see from the key drivers of the annualised return, dividend return is just one of the components.

The main components that go into an annualised return are:

Capital gains
Dividends and distributions
Currency fluctuations
Brokerage costs
Time"