12-13-2021, 06:07 PM
Hi all,
I see that many of the SA Chit Chat folks have been migrating out here, so I have moved as well. I value the many things i have learned just reading through the various comments and responses folks have graciously given. Been learning DGI since about 2012-2014 as it really fits my personality and goals. I'm still working but plan on retiring in April 2022. The main goal for the portfolio is to provide on-going stream of money for my wife and myself to live on while enjoying the rest of our lives. We are going to split time between La Quinta, CA (low desert) and Big Bear City, CA (high mountains)... depending upon the weather to choose which we are at. I started this DGI journey cashing in company grant options (AVD) which i converted to more traditional DGI companies. Also rolled over 401K investments that I have been making since the 90's (with company matching). I have about 46 companies & SCHD in the portfolio approximately equal dollars in taxable & IRA: Top 10 by value currently are (& %of total portfolio):
AAPL 3.4%
SBUX 3.1%
AMGN 3.1%
PRU 3.0%
VZ 2.9%
SCHD 2.9%
GD 2.9%
LMT 2.8%
MRK 2.8%
I will look forward to participating more as I transition into having a bit more time for myself next year.!
Kevin
I see that many of the SA Chit Chat folks have been migrating out here, so I have moved as well. I value the many things i have learned just reading through the various comments and responses folks have graciously given. Been learning DGI since about 2012-2014 as it really fits my personality and goals. I'm still working but plan on retiring in April 2022. The main goal for the portfolio is to provide on-going stream of money for my wife and myself to live on while enjoying the rest of our lives. We are going to split time between La Quinta, CA (low desert) and Big Bear City, CA (high mountains)... depending upon the weather to choose which we are at. I started this DGI journey cashing in company grant options (AVD) which i converted to more traditional DGI companies. Also rolled over 401K investments that I have been making since the 90's (with company matching). I have about 46 companies & SCHD in the portfolio approximately equal dollars in taxable & IRA: Top 10 by value currently are (& %of total portfolio):
AAPL 3.4%
SBUX 3.1%
AMGN 3.1%
PRU 3.0%
VZ 2.9%
SCHD 2.9%
GD 2.9%
LMT 2.8%
MRK 2.8%
I will look forward to participating more as I transition into having a bit more time for myself next year.!
Kevin