03-07-2023, 07:28 AM
(03-06-2023, 08:33 PM)ken-do-nim Wrote:(03-06-2023, 08:11 PM)NilesMike Wrote: LIN has beaten the market in just about all market conditions that I tested and is in my Ultimate Portfolio.
Yeah wow just looked that's impressive. Have you shared your Ultimate Portfolio somewhere?
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Equally weighted and a percentage will be withdrawn from portfolio each year.