Tag: Portfolio

  • Do you rebalance your portfolio?

    Do you rebalance your portfolio?

    If you rebalance your portfolio how often do you do it? What are the reasons that you rebalance? I got to thinking more about this after reading an article in the Wall Street Journal this morning. The case for rebalancing is pretty straightforward. Over time, assets whose prices rise account for a growing proportion of […]

  • Low Yield Portfolio

    Here is a review of my Low Yield Portfolio. It is the first account I created when heading down the path of investing for income. Being an IRA I cannot touch the money until I turn 59 1/2 years old (I’m 54 now) therefore all of the dividends received get reinvested. This portfolio is designed […]

  • W. P. Carey shares added to Medium Yield Portfolio

    W. P. Carey shares added to Medium Yield Portfolio

    Yesterday I added shares of W.P. Carey, Inc. (WPC) to my Medium Yield Portfolio. I needed some additional balance where the financials sector is a little heavy in that portfolio. WPC is now 1.4% of that portfolio raising my real estate percentage from 7% to 9% and reducing financials from 28% to 27%. I’ll be […]

  • The Yield – April 2021 Recap

    The Yield – April 2021 Recap

    April 2021 investment recap

  • Weighing the risks of 3 potential new portfolios

    As I’ve posted before I have two stock portfolios right now. One is fairly conservative and is an IRA. I’m investing that one for long term growth since I can’t touch it until I hit 59 1/2 years old. The second one carries a little more risk and is invested to bring me monthly income. […]