#60divsetf #dividendinvestor #diversification #readjusted #publiccommunity --- Update 06/2022: just

Jason G 🏴‍☠️🇺🇸

@jmag77

• 12/15/21

#60divsetf #dividendinvestor #diversification #readjusted #publiccommunity --- Update 06/2022: just added $BC to this portfolio. --- Update 06/2022: I replaced $FRT with $PMT . Also added $RGR to the mix. Still DCAing everything in the portfolio and using divs to keep reballancing.--- I've been thinking about fixing my portfolio for a couple months because I wasn't as diversified as I wanted to be. After evaluation I found I was over representing the Energy, Finance, and Real-estate sectors and I was neglecting Consumables, Industrials, and Materials. So for the last couple days I've done some deep diving into my portfolio and watchlist and just finished my adjustments. Below is a breakdown of my newly adjusted #60divsetf . If you look at my portfolio you'll see these 60 in the long term section. Unless something catastrophic happens I'll be keeping this mix to the end of 2022 when I'll look at making any new adjustments. Here's the breakdown of what I have in each sector and what percentage that sector represents of my portfolio. Everything on the list pays dividends. - Basic Materials - 6.7% $EVA - lumber & wood production $NUE - Steel $RIO - other industrial metals & mining $VALE - other industrial metals & mining - Communication Services - 5% $LUMN - telecom services $OMC - advertising agencies $T - telecom services - Consumer Cyclical - 3.3% $F - auto manufacturers $HD - home improvement retail - Consumer Defensive - 10% $BGS - packaged foods $MO - tobacco $PEP - beverages non-alcoholic $PG - household & personal products $SYY - food distribution $TGT - discount stores - Energy - 8.3% $PSXP - oil & gas midstream $SHLX - oil & gas midstream $SUN - oil & gas refining & marketing $USAC - oil & gas equipment services $XOM - oil & gas integrated - Equities - 15% --International $SDIV - world small/mid stocks --Nontraditional $QYLD - derivative income $RYLD - derivative income $SLVO - silver $USOI - oil $XYLD - derivative income --Sector $LIT - natural resources $MORT - real-estate $REMX - precious metals - Financial Services - 15% $ARCC - asset management $CLM - asset management $HYT - asset management $OXLC - asset management $OXSQ - asset management $PRU - insurance - life $PSEC - asset management $RILY - financial conglomerates $USA - asset management - Healthcare - 5% $ABBV - drug manufacturers - general $JNJ - drug manufacturers - general $PFE - drug manufacturers - general - Industrials - 11.7% $CAT - farm & heavy construction machinery $DSX - marine shipping $GVA - engineering & construction $IEP - conglomerates $LMT - aerospace & defense $UNP - railroads $WM - waste management - Real-estate - REITs - 16.7% $ACRE - mortgage $ARR - mortgage $FRT - retail $GOOD - diversified $HIW - office $IRM - specialty $LAND - industrial $MPW - healthcare facilities $NLY - mortgage $TWO - mortgage - Utilities - 3.3% $SO - regulated electric $SPH - regulated gas Outside of my #60divsetf I also have my #dripstudy $O - stable retail REIT $SJT - volatile oil & gas E&P And some non-div investments. If you made it through all this, thanks for the read. Let me know what you think, what would you do differently?

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Razorback@Arkygirl4312/15/21

Whew ! Awesome list… i am gonna think on it. I see a lot of my favorites

TIM2030@TIM203012/15/21

Woo! Go Target!🔥🔥🔥🔥🔥🔥🏃‍♀️🏃‍♀️🏃‍♀️🏃‍♀️

CTSSHAH@ctsshah12/15/21

Appreciate you taking the time to share! Always helpful and been impressed with how my Roth IRA has held up since being more mindful about dividends

ArbitrageDCA@arbitrage12/15/21

❤️‍🔥❤️‍🔥❤️‍🔥✊ Thank you kind sir you did the hard work now I don’t have to 😂. This is seriously a great post!

Richard Scionti@HolisticInvesting12/15/21

Woahhh that's crazy dude. Love it! Have you been tracking individual performance at all? Do you plan on cycling alongside the market? What's your average annual return on dividends?

Jason G 🏴‍☠️🇺🇸@jmag7712/15/21

Prior to the adjustment the div section of my portfolio had a total yield of 12.12% and was pretty even on distribution spacing/schedule. I haven't got everything entered in my div tracker yet but I'll post a comment here with the new total yield and payment schedule.

Jason G 🏴‍☠️🇺🇸@jmag7712/15/21

@HolisticInvesting I use trackyourdividends.com to track the individual performance of each div investment and the portfolio as a whole. Mostly I sold stuff I was overexposed to like Energy and Real-estate to get into other sectors but I did replace a few, mostly in finance.

Richard Scionti@HolisticInvesting12/15/21

That's awesome!

Gary L@vbtiger1612/15/21

Wow that's diversification! I'm impressed by the break downs, I'm not sure I have near the number of categories.

Starlet@Starlet12/15/21

I recently started learning about dividends and I think this is the way I wanna go too. Love your portfolio, thank you for sharing 🌸

Michael Williams@micalknight12/15/21

Great portfolio, very diverse

Garrett@garrettp2112/15/21

🌞

Jason G 🏴‍☠️🇺🇸@jmag7712/15/21

I finished putting all the changes into trackyourdividends.com and the new total yield is 12.22%, just slightly higher than the 12.12% prior to the adjustment. It's also got a slightly lower Beta rating of 0.61 vs 0.69 which means the updates actually made it a little less volatile. Overall I'm super happy with the changes and feel like this will be solid through the next 12 months at least.

Starlet@Starlet12/15/21

@jmag77 thanks for the info on tracking dividends 💚

Jason G 🏴‍☠️🇺🇸@jmag7712/15/21

The payouts are now as follows Monthly-15 Q1(1/4/7/10)-12 Q2(2/5/8/11)-15 Q3(3/6/9/12)-15 Semiannual-2 Annual-1 This is a nice even breakdown to have consistent div payments all year. The Semiannual payments from $RIO …See more

Sayem@Sayemh12/15/21

☝️

Victoria@vlaea212/15/21

Wow! Thank you for posting. Now I know how to better analyze my own portfolio! I have two questions: 1) You said SOME of your stocks pay in dividends. What’s the other option? I’m a newbie and thought that’s what all stocks do. 2) My Roth is handled by my financial advisor, I think in mutual funds. Do I have any control over the proportionate diversity of my portfolio? @jmag77 or anyone else. Th…See more

Rell@kingRells12/15/21

What a great post!!! Thank you saved me some time and I'm fairly new to this arena.

Luana M@LuanaM12/15/21

Love this! Thank you for sharing your hard work. 💚

Josh Skelton@joshuaskelton12/15/21

Huge!! Thank you!!

DaVona@dhoward4412/15/21

Impressive. Thanks for sharing. I think that I will check out trackyourdividends.com I’ve been using a spreadsheet. 💚💚

Shawn@Shawn_B12/15/21

This has definitely helped me and gave me some insight to my own portfolio! Appreciate the hard work and effort put forth into this diverse and tasty looking portfolio. 🙌🏽💎❤️

Emma@emmaz12/16/21

thanks for sharing this super in-depth overview!

Jason G 🏴‍☠️🇺🇸@jmag7712/16/21

@vlaea2 hi Victoria, 1. everything I listed above pays dividends. I have 6 or 7 stocks that don't pay divs, but I focus on the ones that do. More than half of all stocks pay dividends. Simply paying a div doesn't make a stock good and likewise, not paying a div doesn't make a stock bad. There are many factors to consider when picking investments and its different for everyone based on their goa…See more

Enzo@enzo12/16/21

Awesome post! Thanks for taking the time to write this detailed breakdown! Super useful 💯

DaVona@dhoward4412/16/21

I’m loving trackyourdividends.com 💚💚THANK YOU!!!

Tom@hellofromhere12/16/21

Saved this post for referral . Thanks @jmag77 , smart Long term thinking .

Victoria@vlaea212/16/21

@jmag77 I’ll call him and set up a meeting. One of these days, I hope to manage my own. Thanks so much. It was very helpful.

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