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Dividend Income Report: +15.25% And A Listener’s Portfolio Roast

All Articles on Seeking Alpha·about 10 hours ago
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The Dividend Guy 32.14K Followers

Summary

This month I tried something different on the podcast - a listener sent me one of his portfolios and asked me to roast it.

He holds 29 stocks with roughly equal weight, so I built a mock $100,000 portfolio and reviewed it the way I review my own money.

The current portfolio yield is 1.78%, with a 5-year dividend growth CAGR of 11.69%.

jittawit.21/iStock via Getty Images

In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica.

Upon my return in 2017, I officially quit my

This article was written by

The Dividend Guy 32.14K Followers

My name is Mike and I’m the author of The Dividend Guy Blog & The Dividend Monk along with the owner and portfolio manager here at Dividend Stocks Rock (DSR). I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children.…

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