Recent Blog Posts
More Risk Reduction – 2 Reductions, 5 Increases
One of my primary portfolio goals for 2025 is to reduce risk. Today I made some major portfolio changes to further reduce the risk of capital loss from long-term price declines sometimes called ‘NAV erosion.’ For income portfolios this occurs when dividend distributions (yield) outpaces total return resulting in a capital loss; or in other […]
Dividend Geek Income Portfolio – January 22, 2025
Major changes to the ‘Dividend Geek Income Portfolio’ since the last time the portfolio was posted: Sold: SVOL Bought: GPIX, IYRI, JBBB # Ticker Name Yield % Portfolio % 1 WDI Western Asset Diversified Income Fund 11.89 5.16 2 SPYI NEOS S&P 500 High Yield ETF 11.85 5.09 3 FEPI REX FANG & Innovation Equity Premium […]
Portfolio Update – 1 Sell, 1 Buy, 2 Increases
SVOL: Sell (2.4% Allocation) On today’s rally I sold my SVOL for a slight capital loss of -0.79% (14.52% yield). This is a unique ETF that does well when market volatility is low and performs poorly when market volatility is high. Historically the market moves sideways 60% of the time, up 20% and down 20% […]
Portfolio Update – 2 Reductions, 1 Buy
QQQI: Reduced Allocation from 5.56% to 5.06% Trimmed my position in QQQI taking some profits on Wednesday’s rally. This brings my top position down closer to my 5% maximum weight per position rule. I’m planning to reinvest some of the proceeds into JBBB CLO ETF (7.64% yield) for diversification and lower risk. MCI: Reduced Allocation […]
Portfolio Update – 1 Reduction, 1 Buy and 4 Increases.
ARCC: Reduced Allocation from 2.61% to 2.05% ARCC was trading back up to it’s recent highs in the $22.30 range, so I took some profits and lowered my asset class weighting in Business Development Companies (BDC’s). Current yield 8.56% GPIQ: Bought (1.3% Allocation) Using the assets freed up from the trimming of ARCC and some […]
Dividend Geek High Yield Income Retirement Portfolio
# Ticker Name Yield % Portfolio % 1 QQQI NEOS Nasdaq 100 High Yield ETF 13.86 5.52 2 SPYI NEOS S&P 500 High Yield ETF 11.96 5.18 3 WDI Western Asset Diversified Income Fund 12.24 5.15 4 EIC Eagle Point Income Company 14.75 5.11 5 FEPI REX FANG & Innovation Equity Premium Income ETF 27.18 […]
My Income Investing Strategy in Retirement
While I still believe Dividend Growth Investing (DGI) an ideal strategy to accumulate wealth and generate income for retirement it does require a long time to achieve the high income yields needed. Naturally everyone’s financial circumstances are different and will vary greatly depending on your personal situation and needs. Unfortunately I didn’t learn about DGI […]
Added New Taxation Column
In the Info section of each stock screener page I have added a ‘Tax’ column that indicates the taxation type of each stock. There are four types: Q = Qualified NQ = Non-Qualified (mostly REIT’s and BDC’s) K1 = K-1’s (MLP’s and other partnerships) C = Canadian for companies located in Canada. […]
My Top 10 Dividend Growth Stocks for the Long-Term
One of our Dividend Geek slack channel members asked me the question: “If I were to invest in only 10 dividend stocks what would you say they should be?” Here is my response. BTW, I’m looking to hold these Top 10 stocks long-term a minimum of 5 years, preferably over 20 and well into retirement. […]
Dividend Growth Stocks with Improved Quality Scores
Several companies that we follow have recently improved their overall quality score through either improved fundamental rating, wider economic moats, improved stewardship or higher dividend safety score. Here is a quick list of the companies with higher quality scores. Remember each of the five categories has a maximum of 5 possible points, so the highest […]