Tracking Wallace Weitz’s Weitz Investment Management Portfolio – Q4 2018 Update

This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz’s 13F portfolio on a quarterly basis. It is based on Weitz’s regulatory 13F Form filed on 02/14/2019. Please visit our Tracking Wallace Weitz’s Weitz Investment Management Portfolio article for an idea of his investment philosophy and…

Investors Need To PAAY Attention To This Information

Over the past 5+ years, I have been posting my KISS portfolio on Seeking Alpha. During that time, I have used my PAAY system to reinvest my dividends. PAAY stands for Percentage Above Average Yield. My theory behind the system is that when a dividend growth stock is trading at a price which gives it…