5Monยท

Portfolio

I am restructuring my portfolio. My goal is to have a solid foundation that generates significant dividends which i can deploy on available opportunities. I have selected the following scheme.


Dividend generators (75% via buy and hold for 10+ years)

$JEGP 25%

$TDIV 15%

$SHEL 15%

$NN 10%

$ADC 10%


Growth ETF (25% depending on trends)

$QNTM (-0.89%) 5%

$IUIT 10%

$XAIX 10%


Note that besides the 75% of dividend stocks I have an equal share in loans that generate interest. The profit from both (dividends and interest) are deployed to the above mentioned weighted scheme.


Any thoughts on this or stocks, etf's I missed?

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1 Comment

$VUSA / $IDVY / $VHYL are also always nice to add, just to balance things out. Also quite reliable on the longterm looking at growth. You can also look at USA individual stocks, many of them are now undervalued because importduties. A lovely one to look at is $PEP for example.
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