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What are your portfolio allocation percentages?
#10
26.05% cyclical
--1.50% basic materials
--9.91% consumer cyclical
--12.06% financial services
--2.58% real estate (reits)

22.93% defensive
--10.05% consumer defensive
--12.88% healthcare
--0% utilities

50.98% sensitive
--13.44% communications
--5.93% energy
--10.24% industrials
--21.36% technology

this is only my individual stock holdings--i didn't include etf's or mutual funds--the above consists of 57 individual stocks

overall summary:

divi yield 2.5%
YOC 3.37%
beta .98

just divi stocks by themselves

divi yield 2.95%
YOC 4.39%
beta 1.01

i'm pension eligible at a reduced rate next year at age 51

full pension will be at age 55

so let's just average it out to 5 years the earliest i'd retire
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Messages In This Thread
RE: What are your portfolio allocation percentages? - by ChadR - 08-28-2021, 12:15 PM
RE: What are your portfolio allocation percentages? - by crimsonghost747 - 08-28-2021, 02:57 PM
RE: What are your portfolio allocation percentages? - by rayray - 08-29-2021, 12:41 AM
What are your portfolio allocation percentages? - by bankerboy - 09-12-2021, 01:22 PM



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