Introduction
I have a portfolio of stocks, closed-end funds (BDCs - business Development Companies) and short-term bond and money market funds. My portfolio's stock holdings are of a hybrid nature or quality; some are growth names, and some DGI (Dividend Growth Investing) stocks. The BDCs comprise my medium-to-high dividend portion along with one energy MLP; I hold them primarily for the dividends.
My Portfolio Goals
I aim for a consistent, high-quality portfolio that offers both solid capital returns and steady dividends over time. To achieve these goals, I need to hold solid stocks for a