WELL - The Best Offense Is A Good Defense

I sat down recently to review my portfolio's performance the last few years, especially compared to the S&P 500 (SPY). Now, beating the SPY is not really a goal of mine, either short-term or long-term. Rather, my five overarching goals are to build:

1. A growing income stream, at
2. Low risk of income disruption, with
3. Substantial diversification,
4. A mix of low yield / high growth and high yield / low growth stocks, and
5. A target 10-year yield-on-cost of 7+% for core holdings and 10+% for riskier holdings.

I'm an

Read more ...