12-22-2022, 05:11 PM
Nearing semi retirement, I am simplifying things beginning with the sale of an investment property in 2023. Funds will be rolled into the following portfolio.
The criteria of the stocks in the portfolio are: Dividend Aristocrat, outperformed the S&P soundly with superior risk adjusted returns. They also had to outperform the S&P during the following periods: GFC 2007-2009, the flat decade 2000-2012 and long term 2000-2022. Long term performance 5.5X S&P with 1/2 drawdown of S&P.
Open for critique, here it goes:
MCD
ABT
LIN
HRL
O
BRO
BDX
CVX
CHD
GPC
SHW
Equally weighted and a percentage will be withdrawn from portfolio each year.
The criteria of the stocks in the portfolio are: Dividend Aristocrat, outperformed the S&P soundly with superior risk adjusted returns. They also had to outperform the S&P during the following periods: GFC 2007-2009, the flat decade 2000-2012 and long term 2000-2022. Long term performance 5.5X S&P with 1/2 drawdown of S&P.
Open for critique, here it goes:
MCD
ABT
LIN
HRL
O
BRO
BDX
CVX
CHD
GPC
SHW
Equally weighted and a percentage will be withdrawn from portfolio each year.