Roman Hauk
$SPX500 $SCHD (Schwab US Dividend Equity ETF) $VOO (Vanguard S&P 500 ETF) $HDV (iShares Core High Dividend ETF) I compared my portfolio with a few other Income Popular Investors using BullAware data, looking at yield, risk score, beta and risk-adjusted performance. My dividend yield sits around 5,3%, spread across 65 positions, which keeps things diversified without chasing the highest headline number out there. One thing I want to be upfront about - six frozen Russian positions from 2022 are still part of my historical stats. They hit that year hard and I'd rather keep them visible than clean up the numbers, a real track record has to include the bad stretches too. Short video below with the full breakdown. What matters most to you when judging an income portfolio, yield, risk score, or something else? EN www.youtube.com/shorts/oCwgiQr_mIA SK www.facebook.com/share/v/1J2zbwbRLh/
Not investment advice. The author may have financial interests in the mentioned instruments.
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