Re: MIDDLE AGE PORTFOLIO ...
This thread was set up to show how I manage a Young and Older Folk Portfolio. I have had many requests to share how I manage for someone middle aged. The portfolio I show here today is for someone in their 50's who got a late start in life with investing.
My goal is to try to present a balance between high dividend cash flows, dividend growth, and capital gain potential, so there will be a mix of assets.
Portfolio Balance: $546,263
Forward 12 months income: $20,681
Portfolio yield: 3.79%
Dividend Growth 5 Years: 6.30%
Chowder Number: 10.06
Holdings: 52
Beta: 0.69
Full Position: $20,000
Full CEF Position: $8,000
Symbol .... Market Value ... % of Account
O ............ $40,708 ... 7.5%
DUK ....... $39,888 ... 7.3%
ABBV ..... $29,015 ... 5.3%
KO ......... $23,127 ... 4.2%
ADP ....... $21,272 ... 3.9%
NEE ....... $21,009 ... 3.8%
PG ......... $20,011 ... 3.7%
SO ......... $19,809 ... 3.6%
JNJ ........ $19,598 ... 3.6%
ABT ....... $18,782 ... 3.4%
-------------
UTG ...... $15,289 ... 2.8% (CEF)
DNP ...... $15,146 ... 2.8% (CEF)
PEP ...... $12,851 ... 2.4%
AVGO ... $12,830 ... 2.3%
PRU ...... $12,312 ... 2.3%
ETV ...... $11,753 ... 2.2% (CEF)
MKC ..... $11,362 ... 2.1%
IRM ...... $10,983 ... 2.0%
------------
KMB ...... $9,459 ..... 1.7%
MSFT .... $9,383 ..... 1.7%
HD ........ $9,326 ..... 1.7%
MO ....... $9,112 ..... 1.7%
LOW ..... $8,899 ..... 1.6%
RNP ...... $8,874 ..... 1.6% (CEF)
LYB ....... $8,741 ..... 1.6%
AAPL .... $8,369 ..... 1.5%
TD ........ $8,060 ..... 1.5%
BIP ....... $7,068 ..... 1.3%
BST ...... $6,544 ..... 1.2% (CEF)
EOS ..... $6,081 ..... 1.1% (CEF)
ENB ..... $5,979 ..... 1.1%
RY ........ $5,957 ..... 1.1%
CM ....... $5,870 ..... 1.1%
SBUX. .. $5,824 ..... 1.1%
LMT ..... $5,358 ...... 1.0%
-----------
MMP .... $5,155 ..... 0.9%
TSN ..... $5,036 ..... 0.9%
QQQX .. $5,029 .... 0.9% (CEF)
BTO ..... $5,020 .... 0.9% (CEF)
TROW .. $4,956 ... 0.9%
EPD ..... $4,748 .... 0.9%
RIO ...... $4,206 ... 0.8%
SYY ..... $4,147 ... 0.8%
DLR ..... $3,581 ... 0.7%
CCI ...... $3,565 ... 0.7%
TXN ..... $3,347 ... 0.6%
LEG ..... $3,059 ... 0.6%
EVG ..... $3,057 ... 0.6% (CEF)
GOF ..... $2,887 ... 0.5%
LANC ... $2,051 ... 0.4%
WPC .... $1,021 ... 0.2%
ASG ..... $750 ...... 0.1% (CEF) |
