JamesBrey
Year nine of this venture saw the market rise by nearly 25% as indicated by the S&P 500 (VOO), in the face of interest rates which are still higher than the Federal Reserve target, but have come down
High Income In Retirement Goes Even Higher
Summary
- Year 9 sees more changes for dividend income, while Total Return Continues to Outperform.
- In 2016, I deployed a new DGI portfolio alongside an ETF portfolio for retirement income going forward.
- In 2024, the DGI10 income was improved by 26%.
- The DGI10 has now become a portfolio of 1 stock and 7 ETFs with a much higher income approaching 10%.
I am a retired Electrical Engineer since 2012 and a Retired Financial Consultant (RFC) since 2022. I have been investing in equities, in the form of stocks & options, since the early 80’s and more recently in mutual funds, and ETF’s. My current investments consist of a DGI, 10 stock portfolio +7 ETF portfolio for my supplemental retirement income and a second portfolio of mutual funds, ETFs, & stocks primarily focused on growth. This is how I keep my income strategy separate from my growth strategy.X-ray of stock positions from largest (7.9%) to smallest (.5%) across all portfolios (as of 12/31/24)TSLA,NFLX,META,BRK.B,,GOOG,AMZN,CRM,CMG,NVDA,BA,PYPL,FSK,ENPH; Bonds 8%, Cash 8%.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of ALL COMPANIES LISTED 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. I have no business relationship with any company whose stock is mentioned in this article.
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