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Anyone Else Balancing Stocks, Dividends and Crypto?

Lately I’ve been thinking a lot about balance in investing. My portfolio now includes everything from high-yield monthly payers like $O (+0,34 %) and $MAIN (+0,39 %), to long-term compounders like $NOVO B (+0,08 %) and $PEP (+0,34 %) , and even some more speculative recovery bets like $INTC (-0,06 %) .

But I’m not just in traditional equities — I also hold crypto, with positions like $ADA (-3,31 %) and $AVA (-2,65 %). $ADA (-3,31 %) represents my belief in scalable, energy-efficient blockchain infrastructure, while AVA is a high-conviction pick tied to real-world use cases in the travel space.

Some picks underperform, others outperform — and that’s fine. The goal isn’t to win every race, it’s to build a system that works across different market cycles, generates income, captures growth, and gives me peace of mind.

Curious to hear how others approach this. Are you fully in on growth? Passive ETFs? Crypto-heavy? Or do you mix themes like I do?

#InvestingJourney
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#Crypto
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2 Commentaires

Capt‘n@Wuestenschiff

I’m going a similar way. Basic dividend ETFs to cover the world and balanced dividend stocks from different sectors to even out the pay over the year. Then I have 10-15% growth stocks with crypto added. That part has gone up from 5% to almost 15% now. I got rid of my (US) bonds because i don’t think the US is as reliable anymore. But I am fine with stocks and crypto only.

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Lucas S.@lucasssilva

@Wuestenschiff That's really interesting, Capt'n — thanks for sharing!

I'm glad to hear others are thinking in similar terms. Like you, I’m finding peace of mind not from chasing the biggest returns, but from creating a portfolio that feels resilient across cycles. Monthly dividend payers give me stability and cash flow (even if they underperform sometimes), while selective growth and crypto plays help capture upside.

I also get your point on US bonds — they’ve lost a lot of shine. But as Buffett says: “Never bet against America.” I still think the US market, despite short-term headwinds, is one of the most innovative and rewarding over time — especially through quality dividend stocks and sector ETFs.

Out of curiosity: any particular ETFs or dividend stocks you consider “core” for stability right now?

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