Dividend Geek Portfolio
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 […]
Two New Trades
Two of my open orders were just filled. Combined these two positions will generate a steady $655.00 of annual dividend income. For details log into your Dividend Geek account and go Member > Dividend Geek Trades. In other dividend news, Pfizer (PFE) recently increased its dividend 6.25% and authorized another $10 Billion to its share […]
Exclusive New Features to Dividend Geek Members
Good news for Dividend Geek members! When you are logged into your account you can now access Dividend Geek’s trades and portfolio information, two new features located under the ‘Member’ button on the menu bar. Dividend Geek Trades The new ‘Dividend Geek Trades’ feature allow you access my latest trades and current open orders in real-time […]
18 Core Dividend Growth Stocks to Strengthen Your Portfolio
Dividend growth investing by its nature is a conservative long-term investing methodology. But, with all of the recent uncertainty in the world (maybe this election cycle is getting to me) I have felt the need to bolster my portfolio with additional strength. I decided to review the companies listed in my current prospective dividend growth […]
Fair Value Increases and Retailers take a hit
Here’s a quick update on changes in fair values… The following four companies that we follow had their fair value increased recently by Morningstar. Medtronics in the healthcare sector having the best percentage jump of 9.2% from $76 to $83 per share. CLX from $114 to $115 COST from $140 to $143 LOW from $81 […]
Latest Purchase Polaris Industries
In my last post on April 28 I mentioned that it looked like Polaris Industries (PII) had some near term support in the $96 range, which would help raise the dividend yield. At the time it was trading around $100 a share. Well yesterday (5/3/16) just 5 days later PII opened at $98.50 and pulled […]
Balancing my Portfolio Sector Weighting
This past winter the collapse of oil prices and the reduced forecasts in global growth (mainly China) have brought about some deep bargains in the Energy and Industrial sectors. During the sell off I purchased a little too much of a good thing. In doing so my portfolio became overweight in these sectors and too […]