2024-04-12 07:00:00 ET
Summary
- In this article, I share my 20-stock dividend growth portfolio, which I haven't done for more than a year. It contains close to 95% of my net worth.
- I start with a macroeconomic discussion, which includes my strategy and my view on inflation.
- At the end of the article, I share my performance and explain why I expect to outperform the market by an even wider margin in the years ahead.
Introduction
Let me start this article by saying that it was about time I published this article. I have promised to write an update on my portfolio for a very long time.
My most recent update was written more than a year ago.
Essentially, there are a few reasons why I don't write many "my portfolio" articles. One of them is the fact that I'm not very active when it comes to adding new investments. Some people on here have >50 investments. They often sell investments and add new ones.
That's fine. However, it's not my strategy.
I own "just" 20 individual stocks. Most of my transactions are transactions where I buy more of the stocks that I own.
Moreover, I often discuss my investments and strategy in macro and strategy-focused articles. This includes the comment section. That way, I always try to give people an understanding of what I'm thinking of the market and where I put my money....
Read the full article on Seeking Alpha
For further details see:
Here It Is! My 20-Stock 6-Figure Market-Beating Dividend Portfolio