10-18-2020, 10:26 AM
IMO it's very good to wargame future strategies. Crimson is correct that those tickers will not be the same in the future, and a few won't likely exist in their current form. You spent some time developing that list, why not invest another hour? Back test it to a date like 1/1-2018. Before you look at past share prices, divide the allocations in accordance with your post. Keep it easy and approximate the yield. How much income since then? How much gain/loss of capital to date? We've had a modest bull market since then, with a couple harsh dips, moving interest rates. Then watch it for another year or two as we have political changes and more money printing. The port you listed should yield as much income as the equity market's routine total returns going back 100yrs. It sounds too easy and reliable, but is it?