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Strata blog

Notes on disciplined investing

How we think about books, theses, factors, and the tooling around them.

Planning

The dividend investor's gut-check: where this goes wrong, and how not to screw it up

Dividend growth investing is a genuinely great engine for dodging the 4% rule's valuation trap — and also the easiest place for a smart person to do something dumb. Here are the five traps that give the strategy a bad name, and the boring rules that keep you out of them.

Strata Team
5 min read

Keep your own ledger

Manual entry only. No brokerage credentials, no fund movement. Type in what you own once, and Strata derives the rest.