12-12-2018, 11:28 PM
My first year just completed. Check out my one year dividend portfolio review here: https://youtu.be/OUxuaU8z5i8
Positions:
$GECC
$KMI
$T
$DFS
$EIX
$COP
$HCFT
Recent Moves:
Sold $SBUX for $EIX and $TGT
Started $BRY after their new IPO
Started $SWI after new IPO
Long strategy:
The market can not be controlled, so the most important aspect of managing your own portfolio is how you increase your positions in stocks. My dividend weight will be "U" shaped, having heavier dividend positions in the beginning and also in retirement. More emphasis at beginning to help buy shares, and at retirement when I rebalance to dividends from growth. I believe the perfect state is 25% divided, 50% growth, 25% other (bonds).
Feedback:
Feel free to let me know how I did my first year, advice on strategy going forward, or ask questions on any position.
Sent from my SM-G950U1 using Tapatalk
Positions:
$GECC
$KMI
$T
$DFS
$EIX
$COP
$HCFT
Recent Moves:
Sold $SBUX for $EIX and $TGT
Started $BRY after their new IPO
Started $SWI after new IPO
Long strategy:
The market can not be controlled, so the most important aspect of managing your own portfolio is how you increase your positions in stocks. My dividend weight will be "U" shaped, having heavier dividend positions in the beginning and also in retirement. More emphasis at beginning to help buy shares, and at retirement when I rebalance to dividends from growth. I believe the perfect state is 25% divided, 50% growth, 25% other (bonds).
Feedback:
Feel free to let me know how I did my first year, advice on strategy going forward, or ask questions on any position.
Sent from my SM-G950U1 using Tapatalk