It’s just right for my leveraged portfolio. However, it’s currently weighted at 50% in that portfolio, which is why $LDGL and $VHYL take priority in terms of savings allocation within the portfolio.
Since I want to take things a bit easier starting next year—and will therefore stop trading and instead rely on distributions based on the tax exemption order—this change comes at just the right time. At first, I wanted to go with the $LDGL, but that would require about 25k. With the $WINC, you can get started with just 10k and some reinvested dividends. Yeah, yeah, that would’ve worked just as well before, but my inner monk just prefers monthly payments 😂