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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	8/3/2025 9:20:24 AM
	18 Recommendations Recommended By agniv chap107 Das Kapital HC Builder jritz0 and 13 more members Read Replies (1) of 21999

I am willing to show my personal holdings and their weightings, but since it's not a public portfolio, and the others are, this will be displayed differently. My personal portfolio: Portfolio Yield ........ 9.47% Dividend Growth ... 6.2% Holdings ................ 64 Beta: ..................... 0.74 Chowder Number ... 15.49 ============================================= YTD PERFORMANCE: My Portfolio ... 5.81% S&P 500 ........ 6.85% My portfolio is not set up to beat the S&P 500, it's set up to generate income with a large margin of income safety, but this high yield portfolio also generates capital gains and a respectable dividend growth rate. =========================================== Holding .... Weighting NBXG ..... 4.2% FRA ........ 3.3% FTHY ...... 3.1% WDI ........ 3.0% BGB ....... 3.0% BCAT ..... 2.9% NXG ...... 2.6% BGX ...... 2.6% EVF ...... 2.5% AIO ....... 2.5% ECAT .... 2.4% ISD ....... 2.4% ARDC ... 2.3% PFN ...... 2.2% PFL ....... 2.2% AVK ........ 2.1% BXSL ...... 2.1% BRW ...... 2.0% ASGI ...... 2.0% OBDC .... 2.0% SPYI ...... 1.9% ETW ...... 1.9% HTGC .... 1.8% EFT ........ 1.8% O ............ 1.7% RLTY ...... 1.7% JRI .......... 1.7% PTY ........ 1.7% BST ........ 1.6% QDPL ..... 1.5% DUK ........ 1.5% JFR ......... 1.5% SO .......... 1.5% JEPQ ...... 1.4% BMEZ ..... 1.4% RA .......... 1.4% DLY ........ 1.3% KMB ....... 1.2% ABBV ..... 1.2% HD ......... 1.2% NEE ....... 1.2% PFFA ...... 1.2% PRU ....... 1.1% PEP ....... 1.1% PG ......... 1.1% PAYX ...... 1.1% EXR ........ 1.1% HTD ........ 1.1% CHW ....... 1.0% SPE ........ 1.0% ETV ........ 1.0% ARCC ..... 0.9% BLW ........ 0.9% MO ......... 0.6% ENB ........ 0.6% WEC ....... 0.3% JNJ ......... 0.3% VZ .......... 0.3% CVX ....... 0.3% GPC ....... 0.3% MDLZ ..... 0.3% ORI ........ 0.3% HRL ....... 0.3% GIS ........ 0.3%

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