Hi Poor Dad, the dividend growth of your portfolio is impressive. But it's also clear to see how a total focus on dividends has meant missing out on returns, especially in recent years. Congratulations on what you have already achieved at such a young age. 👍
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@MozartsGeist Thank you, thank you! You're right. This lack of return is because I am buying operationally strong companies in drawdown and weaker cycles and thus also targeting high YoC. Most of my companies (most GICS ex-tech) are bottoming out and waiting for a better political and financial phase in the world. On this basis, however, I am trying to add more growth-driven companies to the portfolio, including $MCD and $MSFT for the time being.
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•The art of the balancing act! 😁 Microsoft in particular fills this slot completely.
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