CA - Rose's Income Garden Portfolio Revealed: Yield 6.2%/Defensive Sector Winners
2025-01-21 06:42:57 ET
Summary
- The "RIG" portfolio aims for 50% income from defensive sectors and includes 83 stocks across 11+ sectors, focusing on investment-grade stocks.
- Defensive sectors include consumer staples, healthcare, utilities, and communication/telecom, with top-yield stocks like British American Tobacco and Pfizer.
- Groups 2 and 3 include defensive financials, bonds, ETFs, and preferred shares, contributing to stable income and meeting the 50% income goal.
- The portfolio, launched in November 2021, has outperformed SPY by 1.63%, emphasizing quality, reliable income, and some growth stocks for a balanced approach.
- Portfolio Yield is 6.2% and the top 2 yield stocks in the defensive sectors are discussed.
Rose’s Income Garden “RIG” Portfolio
The "RIG" 83 stock portfolio is currently diversified into 11 analyst suggested sectors +1. It has a goal to have 50% minimum of its income, not value, coming from defensive sectors alone. A second important goal of RIG is to own stocks with an investment grade S&P credit rating. The majority of defensive stocks do have ratings and are listed....
Rose's Income Garden Portfolio Revealed: Yield 6.2%/Defensive Sector Winners