Friend   Blog Post  Equity Portfolio Dividend Yield is 2.9% Year-to-Date, > 5% Full Year Target Intact

A few of you have asked me to share more details about my portfolio since my last post yesterday. So, here it goes.

Just on Equity Portfolio – Income & Growth Combined

I don’t have shares of all 63 companies in my watchlist. Currently, I own shares of 50 of them. Still a lot, I know. I hope to progressively reduce the numbers as I migrate more to ETFs.

Furthermore, some of them are very small holdings, legacy reasons because I bought them expensive and/or they are just odd lots. Though it is not exactly 80/20, for my equity portfolio, about 55% of the total value is made up of 20% of the companies. Singtel is the only company with double digit % holding in my portfolio. The rest are about 5% or less.

My top 10 ...

Read the full post on investforyourself



Like

posted

90 days ago

viewed

144 times

active

90 days ago

by

warriortan

Request to Follow

Your Reply


Please login to post