Portfolio

Portfolio

My portfolio is made up of vanguard index funds. I prefer them for their low expense ratio (ER). I would like to supplement my dividend stream with long term capital growth. My portfolio is based on the fact that I know nothing about the market. Investing is inherently risky, I do not want to add more risk by picking specific stocks. I am invested in the broad US & International markets.


Jack Bogle, Vanguard founder: "The beauty of owning the market is that you eliminate individual stock risk, you eliminate market sector risk, and you eliminate manager risk. -- There may be better investment strategies than owning index funds but the number of strategies that are worse is infinite."









5 comments:

  1. Nice and simple. You can probably get the same blend if you go with one of their target date funds. We seem to be in the same age range, so VTIVX (target date 2045 fund) might be something you might want to look into. All the best.

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    1. I agree. The problem with target is it has a position in international bonds. I would rather have exposure to international equities.

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  2. Nice set of stocks. What i really like is the diversification and you have invested in low cost ETF's. Keep up the good work.

    If you are interested what i have in my portfolio. You can find it here: www.freedomsearcher.com

    Regards,
    Matt

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  3. Noticed you shared my recent HD post so I thought I would drop you a line.

    Looked at your goals.

    Generate $750.00 in forward dividends, $200.00 in dividends in a single quarter, and 4,160 vitality points ($41.60). Have you assigned specific dates by which time you want to achieve your goals given that goals must be specific and measurable.

    $750 in dividends in what types of investments? You and I know that you can hold garbage with super high dividend yields which will get you a whole lot closer to your target than holding shares in good quality companies with low dividend yields. The problem with that strategy is that you take on undue risk.

    What are vitality points?

    Cheers.

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    1. Hello Charles, thanks for swinging by. I have not assigned any dates yet. The goal is to be semi FI in 2032.

      Of course I am not chasing high yield stocks. In fact I am not chasing individual stocks at all. 90% of my investments are in low cost vanguard index ETFs/Funds. It is my risk mitigation strategy.

      Finally, check out https://www.powerofvitality.com. I get some points for my gym visits. I think of it as a side hustle which generates money and keeps me fit.

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