04-07-2021, 07:36 AM
(This post was last modified: 04-07-2021, 07:37 AM by ken-do-nim.)
Good morning all,
Well we've talked a lot recently about my growth strategy with the triple-leveraged funds, but today I'd like to showcase the polar opposite of those in my portfolio, the value stocks. These are all the stocks/funds with 5%+ dividends, and any growth I get out of them is a bonus. The last column shows their modest price increases recently. Surprisingly, NLY is the only one slightly down on the year. Horizon Technology Finance Corp in particular is growing nicely for a dividend payer (when I first started buying it, it was over 8%).
![[Image: fdb4a83d-22a5-4950-aea0-3c4ebc1b7d6f.png]](http://village.photos/images/user/e757e3f7-e1e2-4d25-8832-1290825314d9/fdb4a83d-22a5-4950-aea0-3c4ebc1b7d6f.png)
I might only keep these for a year or two while my monthly budget is tight. But as long as they are not eroding either in price or dividend payout, I like the flexibility they give me. If my budget needs it, I pull the cash out of the account. If it doesn't, I can take the pooled dividends and invest in something pure growth or dividend growth.
Well we've talked a lot recently about my growth strategy with the triple-leveraged funds, but today I'd like to showcase the polar opposite of those in my portfolio, the value stocks. These are all the stocks/funds with 5%+ dividends, and any growth I get out of them is a bonus. The last column shows their modest price increases recently. Surprisingly, NLY is the only one slightly down on the year. Horizon Technology Finance Corp in particular is growing nicely for a dividend payer (when I first started buying it, it was over 8%).
I might only keep these for a year or two while my monthly budget is tight. But as long as they are not eroding either in price or dividend payout, I like the flexibility they give me. If my budget needs it, I pull the cash out of the account. If it doesn't, I can take the pooled dividends and invest in something pure growth or dividend growth.