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EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth
Manage episode 453023095 series 2739604
In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing.
Topics Covered:
- Building a portfolio allocation strategy
- Diversification: How much is enough?
- The role of high-yield stocks and closed-end funds
- Listener questions on companies, strategies, and tools
Companies mentioned:
$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB
Chapters: 0:00 - Welcome and weekly updates
4:30 - The evolution of portfolio allocation strategies
12:00 - Balancing diversification with conviction
20:45 - Listener questions: Capital recycling and holding winners
35:10 - High-yield midstream companies and utilities
45:00 - Tools, resources, and the role of fractional shares
55:00 - Discussion on JEPI and similar ETFs
Follow Us here:
🐦 Twitter - @Dividendtalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
228 episode
Manage episode 453023095 series 2739604
In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing.
Topics Covered:
- Building a portfolio allocation strategy
- Diversification: How much is enough?
- The role of high-yield stocks and closed-end funds
- Listener questions on companies, strategies, and tools
Companies mentioned:
$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB
Chapters: 0:00 - Welcome and weekly updates
4:30 - The evolution of portfolio allocation strategies
12:00 - Balancing diversification with conviction
20:45 - Listener questions: Capital recycling and holding winners
35:10 - High-yield midstream companies and utilities
45:00 - Tools, resources, and the role of fractional shares
55:00 - Discussion on JEPI and similar ETFs
Follow Us here:
🐦 Twitter - @Dividendtalk_
🐦 Twitter - @European_DGI
👥 Join our Facebook Community - https://www.facebook.com/groups/dividendtalk
✉️ Sign up for our Premium Newsletter - https://europeandgi.com/sign-up/
228 episode
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