playbook: Dividend projections from AMECX and CAIBX are an important part of those projections, but are the most difficult to forecast. I use the current dividend % for AMECX and CAIBX for all years in the plan, but increase the NAV by 2% each year. Not compounded, just average annual increase.
I use the actual dividend history that I linked to above to estimate my CAIBX and AMECX future dividend income, not the % yield since that is based on NAV, which varies.
playbook:I think TaylorZR likes CAIBX but I'm not 100% sure.
I think TaylorZR loves CAIBX, lol! I love it, too, and am going to buy more soon. Maybe this week.
playbook: It seems Bilperk for sure does not. They both do their DD and apparently have many years of investment experience. Since CAIBX will be a significant holding for me, Bilperk's response gives me pause.
I don't think Bilperk doesn't like CAIBX - he just doesn't see it as better than DODBX and maybe even worse given the load. If you post to him, he may have more to say on this topic.