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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	8/8/2022 11:31:31 AM
	6 Recommendations Recommended By Donaldo INCOGNIT0$ Menominee navg red cardinal and 1 more member Read Replies (2) of 21699

Re: MILLENNIAL ROLLOVER ... Today I opened a new account for a 30 year old who has switched jobs. She had a 401K in her previous job that has been rolled over. She will not be adding cash on a regular basis into this portfolio so it is basically a buy, hold and reinvest the dividends portfolio. Since no new cash will be contributed, we were looking for a balance between high yield and high dividend growth. This portfolio has a yield of 5.16% and a 5 year dividend growth rate of 9.7%. Since the dividend reinvestment feature will be turned on the numbers look like this. Portfolio Yield - 5.16% DG Rate - 9.7% Reinvestment Assumes - 4% additional growth. Company - % size of each position ARCC ... 7.9% RYLD ... 7.9% XYLD ... 7.9% UTG ... 7.9% DPZ .. 6.7% LOW ... 6.7% RFI ... 6.7% TROW ... 6.7% ABBV ... 6.6% COST ... 6.6% UNP ... 6.6% BX ... 6.6% AAPL ... 4.7% KO ... 4.5% D ... 3.5% NKE ... 2.4% T ... 0.1%

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