2020 Dogs of the Dow Checklist

2020 Dogs of the Dow Checklist

The following is a detailed step by step checklist on how to invest in the 2020 Dogs of the Dow. For investors that are already invested in the Dogs of the Dow, skip to the 2020 Dogs of the Dow Checklist -Existing Dogs of the Dow Investor on page two below.

2020 Dogs of the Dow Checklist -- New Dogs of the Dow Investor

The first three steps need to be taken prior to January 1, 2020. These three steps typically take less than an hour though the lead time for any fund transfers can take several days (in some cases a week or two). Therefore, it's probably a good idea to get a head start on the first three steps.

Determine the total dollar value of your Dogs of the Dow investment. (e.g. $20,000) If you don't have an account with a low-cost, online stock broker, sign up online. We recommend

either Fidelity or Schwab. At $4.95 to buy each stock and $4.95 to sell each stock they are hard to beat. If you are interested in reviewing other online brokers, try our list of T op Dog Brokers. Transfer your total Dogs of the Dow investment (e.g. $20,000) to your online broker.

For some insight on which Dogs of the Dow strategy to choose, try Dog Years. Decide which one of the following two investment strategies you will be investing in... Dogs of the Dow -- Beat the Dow since 2000. Small Dogs of the Dow -- Beat the Dow and Dogs of the Dow since 2000 though with a slightly higher variance of annual returns when compared to the Dogs of the Dow.

If you chose Dogs of the Dow, the next five steps are for you... Set a reminder for January 1, 2020 on your calendar to invest in the 2020 Dogs of the Dow. Divide your total Dogs of the Dow investment by 10. This results in the dollar amount you will be investing in each of the 10 Dogs of the Dow. (e.g. $20,000 ? 10 = $2,000) On Wednesday, January 1, 2020 go to 2020 Dogs of the Dow. On January 1, 2020 or before the stock market opens on January 2, 2020 at 9:30 a.m. EST, logon to your online broker and place an order to buy each of the 10 Dogs of the Dow listed on the 2020 Dogs of the Dow table with the amount you have allocated for each stock. (e.g. $2,000) That's it! You can now bookmark and track the intra-day, daily, and year-to-date performance of the 2020 Dogs of the Dow throughout the year.

If you chose Small Dogs of the Dow, the next five steps are for you... Set a reminder for January 1, 2020 on your calendar to invest in the 2020 Small Dogs of the Dow. Divide your total Small Dogs of the Dow investment by 5. This results in the dollar amount you will be investing in each of the 5 Small Dogs of the Dow. (e.g. $20,000 ? 5 = $4,000) On Wednesday, January 1, 2020 go to 2020 Dogs of the Dow. On January 1, 2020 or before the stock market opens on January 2, 2020 at 9:30 a.m. EST, logon to your online broker and place an order to buy each of the 5 Small Dogs of the Dow listed on the 2020 Dogs of the Dow table with the amount you have allocated for each stock. (e.g. $4,000) That's it! You can now bookmark and track the intra-day, daily, and year-to-date performance of the 2020 Small Dogs of the Dow throughout the year.

?1995-2019 D ogs of the Dow - All Rights Reserved

2020 Dogs of the Dow Checklist -- Existing Dogs of the Dow Investor

The first two steps need to be taken prior to January 1, 2020. These two steps typically takes less than 10 minutes though the lead time for any fund transfers can take several days. Therefore, it's probably a good idea to get a head start on the first two steps.

Determine the total dollar value of your Dogs of the Dow investment. (e.g. $20,000) This could simply be the sum of your current Dogs of the Dow investment. Or you may want to take the opportunity to add some funds to your current total.

If you intend to add funds to your total Dogs of the Dow investment, transfer your additional Dogs of the Dow investment to your online broker.

For some insight on which Dogs of the Dow strategy to choose, try Dog Years. Decide which one of the following two investment strategies you will be investing in... Dogs of the Dow -- Beat the Dow since 2000. Small Dogs of the Dow -- Beat the Dow and Dogs of the Dow since 2000 though with a slightly higher variance of annual returns when compared to the Dogs of the Dow.

The rest of the checklist continues on the page below

?1995-2019 D ogs of the Dow - All Rights Reserved

If you chose Dogs of the Dow, the next eight steps are for you... Set a reminder for January 1, 2020 on your calendar to invest in the 2020 Dogs of the Dow. Divide your total Dogs of the Dow investment by 10. This results in the dollar amount you will be investing in each of the 10 Dogs of the Dow. (e.g. $20,000 ? 10 = $2,000) On Wednesday, January 1, 2020 you may want to review 2 020 Dogs of the Dow. Before the stock market opens on January 2, 2020 at 9:30 a.m. EST, logon to your online broker and sell 100% of any of the 2019 Dogs of the Dow that are not one of the 2020 Dogs of the Dow. Also, before the stock market opens on January 2, 2020 at 9:30 a.m. EST, reduce the allocation of any 2019 Dogs of the Dow stocks (that you will be keeping as a 2020 Dogs of the Dow stock) that have more funds than the desired allocation. For example, say IBM has $2,500 invested. Sell $500 to get the IBM investment to the desired $2,000 allocation per our example. On January 2, 2020 at 9:31 a.m. EST (the above sell orders will have been executed), add to the allocation of any 2019 Dogs of the Dow stocks (that you will be keeping as a 2020 Dogs of the Dow stock) that have less funds than the desired allocation. For example, say Pfizer has $1,700 invested. Buy $300 to get the Pfizer investment to the desired $2,000 allocation per our example. Buy any new 2020 Dogs of the Dow stocks. In our example, buy $2,000 of any 2020 Dogs of the Dow stocks that were not one of the 2019 Dogs of the Dow. That's it! You should now have an equal allocation of each of the 2020 Dogs of the Dow. You can now bookmark and track the intra-day, daily, and year-to-date performance of the 2020 Dogs of the Dow throughout the year.

If you chose Small Dogs of the Dow, the next eight steps are for you... Set a reminder for January 1, 2020 on your calendar to invest in the 2020 Small Dogs of the Dow. Divide your total Small Dogs of the Dow investment by 5. This results in the dollar amount you will be investing in each of the 5 Small Dogs of the Dow. (e.g. $20,000 ? 5 = $4,000) On Wednesday, January 1, 2020 you may want to review 2 020 Small Dogs of the Dow. Before the stock market opens on January 2, 2020 at 9:30 a.m. EST, logon to your online broker and sell 100% of any of the 2019 Small Dogs of the Dow that are not one of the 2020 Small Dogs of the Dow. Also, before the stock market opens on January 2, 2020 at 9:30 a.m. EST, reduce the allocation of any 2019 Small Dogs of the Dow stocks (that you will be keeping as a 2020 Small Dogs of the Dow stock) that have more funds than the desired allocation. For example, say Verizon has $4,300 invested. Sell $300 to get the Verizon investment to the desired $4,000 allocation per our example. On January 2, 2020 at 9:31 a.m. EST (the above sell orders will have been executed), add to the allocation of any 2019 Small Dogs of the Dow stocks (that you will be keeping as a 2020 Small Dogs of the Dow stock) that have less funds than the desired allocation. For example, say Pfizer has $3,400 invested. Buy $600 to get the Pfizer investment to the desired $4,000 allocation per our example. Buy any new 2020 Small Dogs of the Dow stocks. In our example, buy $4,000 of any 2020 Dogs of the Dow stocks that were not one of the 2019 Small Dogs of the Dow. That's it! You should now have an equal allocation of each of the 2020 Small Dogs of the Dow. You can now bookmark and track the intra-day, daily, and year-to-date performance of the 2020 Small Dogs of the Dow throughout the year.

?1995-2019 D ogs of the Dow - All Rights Reserved

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