VYM - Here's My 40-Stock Dividend Portfolio And How It Works

2024-05-28 09:35:00 ET

Summary

• This article presents my current 40-stock Yield At a Reasonable Price stock portfolio, and explains at a high level how I manage it.
• These 40 dividend stocks are what I consider to be a combination of quality and yield. I supplement it with call and put options to hedge and enhance return potential.
• The most unique aspect of this portfolio is my willingness to frequently adjust the stock weights to capture dividends and price gains, and aim to avoid big losses.

I’ve had a lot of time to think about this. And I’ve alluded to it many times here. And now that it is up and running, fully-invested and operational, what I refer to as my Yield At a Reasonable Price (YARP) dividend stock portfolio, which contains a significant portion of my liquid net worth, is what I aim to be the top driver of my retirement lifestyle, financially speaking....

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