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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder12/3/2021 5:34:42 AM
3 Recommendations

Recommended By
AlexD
Menominee
Waitress

  Read Replies (2) of 21712
 
Re: HIGH YIELD PORTFOLIO ... This portfolio was set up for an older folk.

With this portfolio the objective was not only high yield for income, but I needed some dividend growth as well. It does include CEF's if one is inclined to invest in them.

Dividend Yield: 6.10%
Dividend Growth: 5.1%
Chowder Number: 11.20

Beta: 0.76
Holdings: 31

Company -- % of Portfolio

ABBV ... 4.1%
AMGN .. 4.0%
ASG ..... 3.7%
MO ....... 3.6%
SO ....... 3.6%
HTD ..... 3.6%
PRU ..... 3.6%
ETO ..... 3.6%
THQ ..... 3.6%
UTG ..... 3.6%
RQI ...... 3.6%
SPE ..... 3.6%
AIO ...... 3.6%
EVG .... 3.5%
DNP .... 3.5%
CSQ .... 3.5%
LYB ..... 3.5%
BME .... 3.5%
BST ..... 3.5%
BMEZ .. 3.5%
DOW ... 3.5%
THW .... 3.2%
PCI ...... 2.9%
BSTZ ... 2.7%
WPC .... 2.2%
GD ....... 2.2%
PAYX ... 2.2%
APD ..... 2.2%
TXN ..... 2.2%
NUSI ... 2.2%
AVGO .. 2.0%
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