Young and Older Folk Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: chowder	8/3/2022 2:20:42 PM
	5 Recommendations Recommended By Markbn Menominee navg red cardinal Tam3262 Read Replies (1) of 21709

Re: DIVIDEND GROWTH MODEL I have had several people ask me for ideas on how to maximize yield and dividend growth in a dividend growth portfolio. Their time frames are 12-15 years before they need the money. Often times, the shorter the time frame to work with, the higher up the risk ladder one must go, so I kept risk factors in mind as well and tried to diversify enough to manage the risks while obtaining the objectives. * The objective is to maximize a balance between yield and dividend growth. I chose a yield objective of 5% and a dividend growth objective of 10%. * Here is how this portfolio plays out: Holdings - 27 Portfolio Value - $300,000 Annual Income - $15,080 Dividend Yield - 5.03% Dividend Growth (last 5 years) - 10.8% Company - % of portfolio ENB - 5.0% RFI - 5.0% ABBV - 5.0% UTG - 5.0% AMGN - 4.0% APD - 3.8% BX - 3.7% TROW - 3.6% SJM - 3.6% TSCO - 3.6% MS - 3.5% MO - 3.5% FAST - 3.4% WBA - 3.4% GLW - 3.4% ARCC - 3.4% CTAS - 3.4% TU - 3.4% STOR - 3.4% ARES - 3.4% XFLT - 3.4% DPZ - 3.4% MDLZ - 3.4% LOW - 3.4% QYLD - 3.4% XYLD - 3.4% DLR - 3.3%

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next