MCD - Arguably The Ultimate Retirement Stock Investment Portfolio
Investment Goal and Objectives
My goal is to develop the ultimate retirement stock investment portfolio that consists of low risk companies with the potential for long term, sustainable capital appreciation and dividend income growth. To accomplish this goal, I created the following objectives:
Annual dividend income no less than 2%.
Annual capital appreciation exceeding the S&P 500 average return of 8%.
This article discusses my evaluation results and I welcome any feedback to further optimize the portfolio.
Investment Criteria
Based on the investment objectives discussed above, I developed the following criteria to screen stocks for