Co-written by Robert & Sam Kovacs
Around the country, and across the world, parents are wondering whether it is safe to send back their kids to school. This period, which is usually a busy one for families, is particularly unusual this year. Yet individuals who are building a portfolio to prepare for retirement cannot relent in their quest for dividend freedom.
This “Back to school” edition of our All Weather Dividends Portfolio update, will be the fifth since we started tracking this model portfolio, exclusively on Seeking Alpha.
The portfolio’s goal is to showcase our portfolio management style. Many of our readers ask us questions about position sizing, diversification, and so on, this ongoing model portfolio is our best answer.
The portfolio tracks the investment of a fictional $100,000 and $2,000 per month of extra contributions. Not all of the $100k was invested the first month, so for the first 5-10 months, portfolio additions will be larger than $2,000
Source: Open Domain
Each month, we provide an update, with suggested transactions, and tracking the portfolio’s evolution. Because we are picky on prices, this portfolio is not identical to our portfolios. Some stocks which we own simply haven’t been available at a good entry point since we started tracking the portfolio.
That being said, we always purchase the stocks which we recommend purchasing in the model portfolio. In that sense, the model portfolio gives you a good idea of our buying activity.
We will present the portfolio's performance for the past month, then introduce our latest transactions (using the closing prices for the 31st of August). We'll then give a summary of the portfolio's investments and cash positions, an overview of the diversification and of expected dividends, before finally presenting an overall table summarizing the portfolio's holdings.
With indices once again
