Daniela Sheppard @deltadunarii: "Our portfolio plays a dual..."

United Kingdom

Our portfolio plays a dual role: 1. In the short term it delivers the cashflow we need to support our living expenses. We also continue to use a proportion of this income to increase our positions of dividend payers or invest in growth companies when the opportunities arrive. 2. It continues to grow in the long term. The regular and reliable cash comes from stable dividend paying stocks (we held some positions for over 20 years) and also from Real Estate Investment Trusts (REITS), bonds and money market accounts that pay an interest on our cash positions. The growth component of our portfolio comes from innovative companies (some established but some smaller up and coming companies too) and also from companies that grow and also pay a dividend (a win-win situation). This balanced approach helps to continue to accumulate wealth whilst we continue to enjoy our financial freedom from the dividend income. We never liked the idea of selling growth funds as income as we may be missing on the long term growth. But as personal circumstances change, we may be looking to adjust the income vs growth ratio accordingly. After over 25 years of patient saving and investing, I am now financially independent. My income is exclusively paid by my investments that I continue to manage and grow. I am here to learn, experiment and engage with fellow investors. My posts and comments are not financial advice just my own views mostly based on my own investing experience. Follow me if interested in my investing stories. $MAIN (Main Street Capital Corp.) $O (Realty Income Corp) $MSFT (Microsoft) $QQQ (Invesco QQQ)

4 Mentioned

MAIN

Main Street Capital Corp.

Realty Income Corp

MSFT

Microsoft

QQQ

Invesco QQQ

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