NVDA - 10 Blue-Chip Bargains That Could Potentially Boost Your Retirement Portfolio Yield

2024-03-08 07:00:00 ET

Summary

• A long-term retirement portfolio strategy built around specific needs is critical to achieving financial security.
• The Zen Portfolio strategy combines ETFs with high-conviction stock ideas to boost returns, yield, income growth, and provide diversification.
• This article showcases five high-yield blue chips and five hyper-growth blue chips that combine with a 60-40 retirement portfolio to significantly improve yield, income growth, and return potential.
• It creates a portfolio with a yield of nearly 4%, double the growth consensus of 60-40, and 14% to 15% long-term income growth potential and total return potential.
• The 22% discount to fair value means this portfolio has 29% fundamentally justified return potential in the next year and 66% in the next three years.

Whenever a red-hot stock, sector, or investing strategy is working well, it's very easy to lose sight of the time-tested principles of disciplined investing.

1. What are your financial goals?
2. What is the lowest risk/highest probability strategy for achieving those goals?
3. What asset allocation (mix of stocks, bonds, and other assets) is most likely to achieve those goals?
4. What mix of ETFs or mutual funds (if any) are best for achieving your goals?
5. What mix of individual stocks (if any) is best for achieving your goals?
6. What yield is best for your goals?
7. What growth is best for your goals?
8. Are you buying quality assets at a fair price or better?
9. Are you sufficiently diversified to achieve your goals in an uncertain future?

These are the actual questions that will determine whether almost all of us retire in comfort, dignity, splendor, or not at all....

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