VOO - 13% Yield Portfolio Matching The Market In Total Return

2024-04-09 11:14:59 ET

Summary

• It is possible to build an ultra-high yield portfolio and keep up with the market (S&P 500) on total return.
• A quality high-yield portfolio can simplify investment management, producing a growing income for reinvestment or retirement as opposed to the complexity of selling stocks for income.
• I share the details of this portfolio, including the reasons for selection and risks associated with each ticker.
• The thesis is further supported with analyses of average yield, yield growth and total return of the portfolio benchmarked to the S&P 500.

Investment Thesis

I have written about a 9% yielding portfolio crushing the market and detailing my approach and selection criteria during November last year. This portfolio is continuing to perform exceptionally, and continued investment or new investment into this portfolio through a DCA approach would immediately add to a compounding income stream....

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