10-18-2020, 08:06 AM
(This post was last modified: 10-18-2020, 08:08 AM by ken-do-nim.)
I'm still in the accumulation phase now, but at some point I plan to switch gears and place my money in dividend producing equities. My aim is to have a bell curve of percentages, with the bulk being at the 7-8% mark. (That said, I'm not particulary enamored with the stocks I know of in that range).
The 12%+ yielders (10% of the portfolio):
Oxford Lane Capital (OXLC) - 18%
Orchard Island Capital (ORC) - 15.06%
Annaly Capital (NLY) - 12.04%
The 9-11% yielders (20%)
Pimco High Income Fund (PHK) - 10.67%
Pimco Energy and Tactical Credit Opportunities Fund (NRGX) - 10.69%
a bunch of oil stocks like XOM could go here, but I doubt they'll be any good in 15-20 years
The 7-8% yielders (40%)
Altria (MO) - 8.7%
Tortoise Midstream Energy (NTG) - 7.68%
AT&T (T) - 7.61%
The 4-6% yielders (20%)
IBM might go here, but honestly I think it's a dying company
Otherwise I need to research what's good to invest in here
The 2-3% yielders (10%)
Johnson & Johnson (J) - 2.73%
Caterpillar (CAT) - 2.44%
The 12%+ yielders (10% of the portfolio):
Oxford Lane Capital (OXLC) - 18%
Orchard Island Capital (ORC) - 15.06%
Annaly Capital (NLY) - 12.04%
The 9-11% yielders (20%)
Pimco High Income Fund (PHK) - 10.67%
Pimco Energy and Tactical Credit Opportunities Fund (NRGX) - 10.69%
a bunch of oil stocks like XOM could go here, but I doubt they'll be any good in 15-20 years
The 7-8% yielders (40%)
Altria (MO) - 8.7%
Tortoise Midstream Energy (NTG) - 7.68%
AT&T (T) - 7.61%
The 4-6% yielders (20%)
IBM might go here, but honestly I think it's a dying company
Otherwise I need to research what's good to invest in here
The 2-3% yielders (10%)
Johnson & Johnson (J) - 2.73%
Caterpillar (CAT) - 2.44%