2024-04-10 02:32:14 ET
Summary
- Rose's Income Garden (RIG) portfolio consists of 83 stocks from all 11 sectors, prioritizing income from defensive quality investment-grade common stock.
- The portfolio includes defensive stocks from sectors such as Consumer Staples, Healthcare, Communication/Tele, Utility, Fixed bonds and ETFs, Industrial defensive, and Real Estate Healthcare.
- In March, dividend collection came from 40 companies, with 7 of them giving raises with a Rose review and recommendation given for those.
- The portfolio yield is 6%.
Rose’s Income Garden Portfolio
Rose's Income Garden "RIG" portfolio ended March with 83 stocks from all 11 sectors with a goal to keep a majority of income from defensive quality investment-grade common stock. The other investments and especially the financial sector has high yield (HY), business development companies (BDCs), a few mREITs, preferred stock and real estate adding to the income to help give it a yield of 6%. Admittedly growth stocks are the least represented as income is a higher priority, but preserving value remains an important goal.
The defensive stock in RIG comes from the following sectors with the number of stocks following:
-Consumer Staples (10)
-Healthcare (9)
-Communication/Tele (4)
-Utility (9)
-Fixed bonds and ETFs (3)
-Industrial defensive (2)
-Real Estate Healthcare (3)
These provide ~54% of value and approximately 46.4% of the income.
Note that cash is about 0.67% and cash equivalents that earn income is 6.2%....
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For further details see:
Rose's Income Garden Portfolio With 7 March Dividend Raises/ Portfolio Yield 6%