Portfolios

I have three portfolios which consist of 105 holdings with a combined yield of 6.03% annually in dividends and distributions.

The Low and Medium portfolios are similar and hold some of the same stocks. There are some minor differences which increases the yield in the Medium portfolio.

The High Yield portfolio holds fewer stocks and is not as diversified. It is also a much higher risk portfolio which is why it is also higher in yield. I watch this portfolio carefully and make adjustments more often.

Below is a spreadsheet that combines all three portfolios. There are links to each individual portfolio on the dropdown menu above.

Please contact an investment professional if you have any questions regarding an investment.

As of May 14, 2024
As of May 14, 2024
Please contact an investment professional if you have any questions regarding an investment.