Hi Everyone,
I have been trying to find the right balance of dividends and capital gains in a portfolio. I came up with 5 tickers ranging from high yield with poor performance to low yield with strong performance. Would love to hear what you all think. My current account yields 2.5% so this will increase it 2x which I’m happy about.
VTI 25% - Dividend 1.25%, 5yr Change 102%
QYLD 25% - Dividend 11.89%, 5yr Change 1.4%
DIVO 20% - Dividend 5.36%, 5yr Change 43.43%
BSTZ 15% - Dividend 5.41%, Change since inception 81.4%
SCHD 15% - Dividend 2.69%, 5yr Change 88.7%
This gives an overall dividend yield of 5.57%. Together the 5 tickers have had an average return of 60% for share price in the last 5 years. The exception is BSTZ which hasn’t been around for 5 years yet.
Submitted May 31, 2021 at 11:26PM by mike_oc23 https://ift.tt/3g4Daoa
