• EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth

  • Dec 1 2024
  • Length: 1 hr and 3 mins
  • Podcast

EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth

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  • Summary

  • In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing.

    Topics Covered:

    • Building a portfolio allocation strategy
    • Diversification: How much is enough?
    • The role of high-yield stocks and closed-end funds
    • Listener questions on companies, strategies, and tools


    Companies mentioned:
    $HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB

    Chapters: 0:00 - Welcome and weekly updates
    4:30 - The evolution of portfolio allocation strategies
    12:00 - Balancing diversification with conviction
    20:45 - Listener questions: Capital recycling and holding winners
    35:10 - High-yield midstream companies and utilities
    45:00 - Tools, resources, and the role of fractional shares
    55:00 - Discussion on JEPI and similar ETFs




    Follow Us here:

    🐦 Twitter - ⁠⁠⁠⁠@Dividendtalk_⁠

    🐦 Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠

    👥 Join our Facebook Community - ⁠⁠⁠⁠https://www.facebook.com/groups/dividendtalk⁠⁠⁠⁠

    ✉️ Sign up for our Premium Newsletter - ⁠⁠⁠⁠https://europeandgi.com/sign-up/⁠
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