In a few days, I'll receive the first dividend payments from last month's substantial turn from growth to yield. It is...dare I say...kind of exciting!
Boilerplate time...
As a stretch goal: for dividend income purposes, I'd like this portfolio to eventually be as much as a 50/50 split between stocks and bonds. As seen below, it is currently 58/42.
I am in no rush to flip into bonds. I would rather let my winners run forever. However, if in any given month I see no stocks that present themselves as especially good buying opportunities, I have no reservations in simply adding to my bond and/or preferred stock ETFs. It is truly a month-to-month situation (as it has always been!).
For the foreseeable future, I want to track my BigFive Two every month, whether I buy them or not.
Amazon (AMZN)
Microsoft (MSFT)
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks/ETFs - until I sell them.
Amazon (AMZN) 13.64%
iShares Broad USD High Yield Corporate Bond ETF (USHY) 11.75%
Xtrackers USD High Yield Corporate Bond ETF (HYLB) 11.73%
iShares Core U.S. Aggregate Bond ETF (AGG) 10.79%
Microsoft (MSFT) 10.13%
Global X U.S. Preferred ETF (PFFD) 7.47%
Invesco QQQ Trust (QQQ) 3.72%
Alphabet (GOOGL) 3.52%
Facebook (FB) 2.75%
Intuitive Surgical (ISRG) 2.32%
Adobe (ADBE) 2.13%
Salesforce (CRM) 1.81%
Costco Wholesale (COST) 1.34%
Visa (V) 1.28%
UnitedHealth Group (UNH) 1.25%
Autodesk (ADSK) 0.63%
Boilerplate time...
As a stretch goal: for dividend income purposes, I'd like this portfolio to eventually be as much as a 50/50 split between stocks and bonds. As seen below, it is currently 58/42.
I am in no rush to flip into bonds. I would rather let my winners run forever. However, if in any given month I see no stocks that present themselves as especially good buying opportunities, I have no reservations in simply adding to my bond and/or preferred stock ETFs. It is truly a month-to-month situation (as it has always been!).
For the foreseeable future, I want to track my Big
Amazon (AMZN)
- $1.60T market cap
- no dividend
- $321.8B revenue
- 40% revenue growth
- $71.4B cash
- $91.4B debt
- $51.2B operating cash flow
- $33.7B free cash flow
Microsoft (MSFT)
- $1.59T market cap
- 1.1% dividend yield
- $143.0B revenue
- 13% revenue growth
- $136.5B cash
- $82.1B debt
- $60.7B operating cash flow
- $34.3B free cash flow
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks/ETFs - until I sell them.
Amazon (AMZN) 13.64%
iShares Broad USD High Yield Corporate Bond ETF (USHY) 11.75%
Xtrackers USD High Yield Corporate Bond ETF (HYLB) 11.73%
iShares Core U.S. Aggregate Bond ETF (AGG) 10.79%
Microsoft (MSFT) 10.13%
Global X U.S. Preferred ETF (PFFD) 7.47%
Invesco QQQ Trust (QQQ) 3.72%
Alphabet (GOOGL) 3.52%
Facebook (FB) 2.75%
Intuitive Surgical (ISRG) 2.32%
Adobe (ADBE) 2.13%
Salesforce (CRM) 1.81%
Costco Wholesale (COST) 1.34%
Visa (V) 1.28%
UnitedHealth Group (UNH) 1.25%
Autodesk (ADSK) 0.63%
