Por si un día le da por borrar todo como ha hecho en S.A., pego esta cartera.
Alguien sobre los 50 años, que empezó tarde. Y ya tiene un valor de mercado de 546k.
"This thread was set up to show how I manage a Young and Older Folk Portfolio. I have had many requests to share how I manage for someone middle aged. The portfolio I show here today is for someone in their 50’s who got a late start in life with investing.
My goal is to try to present a balance between high dividend cash flows, dividend growth, and capital gain potential, so there will be a mix of assets.
Portfolio Balance: $546,263
Forward 12 months income: $20,681
Portfolio yield: 3.79%
Dividend Growth 5 Years: 6.30%
Chowder Number: 10.06
Holdings: 52
Beta: 0.69
Full Position: $20,000
Full CEF Position: $8,000
Symbol … Market Value … % of Account
O … $40,708 … 7.5%
DUK … $39,888 … 7.3%
ABBV … $29,015 … 5.3%
KO … $23,127 … 4.2%
ADP … $21,272 … 3.9%
NEE … $21,009 … 3.8%
PG … $20,011 … 3.7%
SO … $19,809 … 3.6%
JNJ … $19,598 … 3.6%
ABT … $18,782 … 3.4%
UTG … $15,289 … 2.8% (CEF)
DNP … $15,146 … 2.8% (CEF)
PEP … $12,851 … 2.4%
AVGO … $12,830 … 2.3%
PRU … $12,312 … 2.3%
ETV … $11,753 … 2.2% (CEF)
MKC … $11,362 … 2.1%
IRM … $10,983 … 2.0%
KMB … $9,459 … 1.7%
MSFT … $9,383 … 1.7%
HD … $9,326 … 1.7%
MO … $9,112 … 1.7%
LOW … $8,899 … 1.6%
RNP … $8,874 … 1.6% (CEF)
LYB … $8,741 … 1.6%
AAPL … $8,369 … 1.5%
TD … $8,060 … 1.5%
BIP … $7,068 … 1.3%
BST … $6,544 … 1.2% (CEF)
EOS … $6,081 … 1.1% (CEF)
ENB … $5,979 … 1.1%
RY … $5,957 … 1.1%
CM … $5,870 … 1.1%
SBUX. … $5,824 … 1.1%
LMT … $5,358 … 1.0%
MMP … $5,155 … 0.9%
TSN … $5,036 … 0.9%
QQQX … $5,029 … 0.9% (CEF)
BTO … $5,020 … 0.9% (CEF)
TROW … $4,956 … 0.9%
EPD … $4,748 … 0.9%
RIO … $4,206 … 0.8%
SYY … $4,147 … 0.8%
DLR … $3,581 … 0.7%
CCI … $3,565 … 0.7%
TXN … $3,347 … 0.6%
LEG … $3,059 … 0.6%
EVG … $3,057 … 0.6% (CEF)
GOF … $2,887 … 0.5%
LANC … $2,051 … 0.4%
WPC … $1,021 … 0.2%
ASG … $750 … 0.1% (CEF)"