12-23-2021, 06:34 AM
(12-22-2021, 11:40 PM)Kerim Wrote: Interesting way to look at your portfolio -- great idea. Here's mine, with a little more detail even. I broke it up into:
High: >5%
Medium: 2.5 to 5%
Low: .01% to 2.5%
Zero: zero dividend
I suppose it is. My goal last year and going forward is to use the dividends from my higher yield positions (4% and up) to increase my holdings is mid-yield (roughly 2.5% to 4%) faster dividend growth positions. 2021 was the year of SCHD, mid-yield, divvy growth of 10.8% in 2021 over 2020, so I consider that a success. So far for 2022 I have my three likely suspects for building up. Mid-yield, average to fast dividend growth (better than most of my high yielders) for building. They are all underweight and undervalued to fairly valued. That is what I have selected as my sweet spot.
Without any outside money going in, our dividend/distribution income will have increased by 11.5% in 2021. Indications are that it will be higher in 2022.