Artwork

Konten disediakan oleh Dividend Talk. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dividend Talk atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Player FM - Aplikasi Podcast
Offline dengan aplikasi Player FM !

EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth

1:03:07
 
Bagikan
 

Manage episode 453023095 series 2739604
Konten disediakan oleh Dividend Talk. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dividend Talk atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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/⁠

  continue reading

228 episode

Artwork
iconBagikan
 
Manage episode 453023095 series 2739604
Konten disediakan oleh Dividend Talk. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dividend Talk atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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/⁠

  continue reading

228 episode

Toate episoadele

×
 
Loading …

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

 

Panduan Referensi Cepat