Rose's Income Garden Portfolio Review: 6.3% Yield And Winners For 3 Metrics

Aug. 20, 2024 11:09 AM ET, , , 84 Comments
(16min)

Summary

  • Rose's Income Garden has been active for 2.75 years with 85 stocks and a current yield of 6.3%.
  • RIG has a total return of 12.08% YTD, outperforming SPY by 6.77% since inception on November 22, 2021.
  • Evaluation of 48 common stocks based on EPS yield, P/E, and Chowder# metrics to identify winners for investment.
  • Winners are listed for 3 main metrics and then narrowed down to the 6 final winners which are discussed and a Rose Take and Recommendation made.
  • This idea was discussed in more depth with members of my private investing community, Macro Trading Factory. Learn More »

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Rose’s Income Garden “RIG”

RIG has been active now in The Macro Trading Factory for 2.75 years since the inception on November 22, 2021. It is based on my, Rose, 3 personal combined portfolios of 85 stocks that was

Macro Trading Factory is a macro-driven service, run by a team of experienced investment managers.

The service offers two portfolios: “Funds Macro Portfolio” & “Rose's Income Garden”; both aim to outperform the SPY on a risk-adjusted basis, in a relaxed manner.

Suitable for those who either have little time/knowledge/desire to manage a portfolio on their own, and/or wish to get exposed to the market in a simple, though more risk-oriented (less volatile), way.

Each of our portfolios, spanning across all sectors, offers you a hassle-free, easy to understand and execute, solution.

Macro Trading Factory for an Upward Trajectory!

This article was written by

14.96K Followers

Rosenose is a retired healthcare professional and she has been managing her own investments for nearly 2 decades. She writes about stocks with growing dividends targeting a yield of 4+%.

She is a contributing author to the investing group Macro Trading Factory where she manages the Rose's Income Garden portfolio - a diversified portfolio with 80+ stocks from all 11 sectors which targets rising safe income and capital maintenance. The service also has the Funds Macro Portfolio managed by the Macro Teller which aims to outperform the SPY market on a risk-adjusted basis. Both portfolios are easy to follow and have a focus on quality investments, risk management, and diversification. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BCE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Rose and RIG own all stocks listed in the article and shown at MACRO Trading Factory.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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