Recent Blog Posts
Latest Dividend Geek Income Portfolio Holdings
Updated ‘Dividend Geek Income Portfolio’ since the last time the portfolio was posted. # Ticker Name Yield % Portfolio % 1 WDI Western Asset Diversified Income Fund 11.84 5.23 2 CSWC Capital Southwest 10.82 5.22 3 EIC Eagle Point Income Company 15.09 5.18 4 SPYI NEOS S&P 500 High Yield ETF 12.07 5.06 5 QQQI […]
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. […]