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I have been getting a lot of questions on how I spread out my portfolio 
Would you like to see a sector by sector breakdown of my holdings
Take a look here
- Thread -
Would you like to see a sector by sector breakdown of my holdings
Take a look here
- Thread -
25% Technology
$MSFT - Microsoft
$DOCU - DocuSign
$NOW - ServiceNow
$INTC - Intel Corp
Largest holding here is $MSFT.
I believe in this company and their dividend will only grow in the future.
$MSFT - Microsoft
$DOCU - DocuSign
$NOW - ServiceNow
$INTC - Intel Corp
Largest holding here is $MSFT.
I believe in this company and their dividend will only grow in the future.
18% Real Estate
$O - Income Realty
$APTS - Preferred Apartment Communities
$RDFN - Redfin Corp.
$STAG - Stag Industrial Inc.
I am a big fan of REIT's.
They deliver significant income plus offer a chance to get in on real estate at a lower entry point.
$O - Income Realty
$APTS - Preferred Apartment Communities
$RDFN - Redfin Corp.
$STAG - Stag Industrial Inc.
I am a big fan of REIT's.
They deliver significant income plus offer a chance to get in on real estate at a lower entry point.
13% Consumer Discretionary
$HD - Home Depot
$PTON - Peloton
$SBUX - Starbucks
$TGT - Target
People will not stop buying things no matter their financial situations.
All these companies provide valuable products.
In for the long haul on these.
$HD - Home Depot
$PTON - Peloton
$SBUX - Starbucks
$TGT - Target
People will not stop buying things no matter their financial situations.
All these companies provide valuable products.
In for the long haul on these.
13% Communications
$T - AT&T
This is essentially my savings account yielding 7%.
I'll take that plus a chance for some growth in price is a nice bonus.
$T - AT&T
This is essentially my savings account yielding 7%.
I'll take that plus a chance for some growth in price is a nice bonus.
10% Healthcare
$ABBV - Abbvie Inc.
$JNJ - Johnson and Johnson
I keep it pretty simple here.
These are two solid dividend payers that I don't plan on getting rid of anytime soon.
$ABBV - Abbvie Inc.
$JNJ - Johnson and Johnson
I keep it pretty simple here.
These are two solid dividend payers that I don't plan on getting rid of anytime soon.
8% Energy
$CVX - Chevron
$XOM - Exxon
Energy has taken a beating over the past couple years.
I'm fine with riding this sector out to see what the future holds in a small portion of my portfolio.
Won't be adding much more here.
$CVX - Chevron
$XOM - Exxon
Energy has taken a beating over the past couple years.
I'm fine with riding this sector out to see what the future holds in a small portion of my portfolio.
Won't be adding much more here.
5% Financials
$AXP - American Express
$FNCL - Fidelity Financials Index
Financials are a bedrock of the market.
I would like to enhance my portfolio in this sector coming up but for the time being I play it safe with the ETF.
$AXP - American Express
$FNCL - Fidelity Financials Index
Financials are a bedrock of the market.
I would like to enhance my portfolio in this sector coming up but for the time being I play it safe with the ETF.
5% Consumer Staples
$KO - Coca Cola
$COST - Costco
I love consumer staples for building solid company holdings with lower risk profiles.
As I get older I will continue to add to this sector when fluctuation and outright growth is less important to me.
$KO - Coca Cola
$COST - Costco
I love consumer staples for building solid company holdings with lower risk profiles.
As I get older I will continue to add to this sector when fluctuation and outright growth is less important to me.
3% Utilities
$DUK - Duke Energy
Only one stock in this sector right now.
Utilities are great dividend payers and I would love to put a few additional big names in this section soon.
$DUK - Duke Energy
Only one stock in this sector right now.
Utilities are great dividend payers and I would love to put a few additional big names in this section soon.
This portfolio gives me a dividend yield of just under 4%.
I will add to certain positions as we go.
I currently contribute weekly here and make it a priority to buy on
days.
Adding a new position only occurs after analyzing the company plus finding a price I have planned.
I will add to certain positions as we go.
I currently contribute weekly here and make it a priority to buy on
days.Adding a new position only occurs after analyzing the company plus finding a price I have planned.
(This is not investing advice)
I wanted you all to see exactly how I break out my portfolio with a variety of risk/safety.
Please don't hesitate to shoot me a DM or leave a comment on what you think!
Hope this helps you get started!
@DividendsDad
I wanted you all to see exactly how I break out my portfolio with a variety of risk/safety.
Please don't hesitate to shoot me a DM or leave a comment on what you think!
Hope this helps you get started!
@DividendsDad
