I have two portfolios which together consist of 93 holdings and a combined yield of about 5.74% annually in dividends and distributions. The spreadsheet below represents both portfolios combined.
My IRA Portfolio has 57 holdings with an approximate yield of 4.59%. The dividends and distributions get swept into a money market account where I will be able to start making some withdrawals penalty free after June of 2026.
My Taxable Income Portfolio has 57 holdings with an approximate yield of 6.59%. The dividends and distributions are my income and get transfered monthly from my brokerage account to my checking.
There are some overlap in holdings and you can see that by the double ticker symbols in the spreadsheet below. This happened for various reasons over the years.
Please contact an investment professional if you have any questions regarding an investment.
As of May 20, 2026
