Tag: Portfolio
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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…
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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…
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The Yield – April 2021 Recap
April 2021 investment recap
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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.…