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Baby Boomer with modest nest egg who got tired of watching our low yielding mutual funds lose money and decided to take over managing our portfolio in 2009. After reading a number of investing books and countless articles on SA, decided DGI gave us to best chance at meeting our goals with reasonable risk.
Goals: retire by 2021 (2023 at latest) with a minimum of 12k/yr (1k/mo) in dividends to supplement pension and SS.
Challenges: Modest initial capital (125k+) and income (under 50k) limits Roth contributions, relatively new to investing on my own (late 2009), new to DGI (2013). Limited time and money may prevent me from reaching much past my minimum goals. 12k/yr may not be enough to make a significant
enough difference depending on medical insurance costs.
Strategy: DGI, take divs in cash and invest in best possible opportunity, contribute as much as possible to our Roths until retirement. Minimum IY of 3%. Try to apply Chowder rule to all new investments. I occasionally employ cash secured puts or covered calls when entering or exiting a position.
Progress: Switched to DGI mid-2013. The Good: Portfolio yields about 10k as of early 2014. I have a much better grasp of what and how I can reach my goals. The Bad: Have a few positions left to sell that no longer meet my strategy. Too heavy into utilities, REITs and fixed income investments because I was after yield and didn’t understand DG when I bought these.
Dividend stock ideas & income, REITs, Retirement savings, Stocks - long
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