12-20-2017, 11:19 AM
Hi guys!
After reading LOTS of books, I started buying my first DG-companies in July 2017.
GOAL 2017: build a 10k portfolio with a YOC 3,5% and hopefully a dividend growth of 10% further on.
I'm pretty happy the way it turned out.
With the whole "Amazon effect", I bought some nice undervalued retail companies at an attractive price.
The problem I'm having at this moment is an overweight in the Consumer Discretionary sector.
Does anyone have some feedback or thoughts?
I'm looking forward to your opinion.
Best,
Greg
![[Image: FreeWillyPortfolio_20171220.PNG]](http://gtronic.com/webstuff/FreeWillyPortfolio_20171220.PNG)
After reading LOTS of books, I started buying my first DG-companies in July 2017.
GOAL 2017: build a 10k portfolio with a YOC 3,5% and hopefully a dividend growth of 10% further on.
I'm pretty happy the way it turned out.
With the whole "Amazon effect", I bought some nice undervalued retail companies at an attractive price.
The problem I'm having at this moment is an overweight in the Consumer Discretionary sector.
Does anyone have some feedback or thoughts?
I'm looking forward to your opinion.
Best,
Greg