Dividend Portfolio
As you can see, I invest in a wide variety of stocks. I believe in diversifying my portfolio to help reduce any downturn that might happen. I am currently beating the S&P 500 with this portfolio which makes me even happier. Everyone will have their own strategy and stocks that they pick, and that is ok. This is my strategy and I believe it will pay off.
Disclaimer: I am not a financial advisor or licensed stock broker. This is my opinion. It’s essential to consider that no investment is without risks. As with any investment decision, thorough research and consideration of your financial goals and risk tolerance are crucial.
Portfolio Value: $1,963.49 as of 9/6/24
Compared to S&P 500: +19.53% YTD
Avg. Annualized Return: +13.02%
| Ticker | Stock | Shares |
| ABR | Arbor Realty Trust REIT | 2 |
| ARR | Armour Residential REIT | 1 |
| CLM | Cornerstone Strategic Value Closed | 15 |
| CONY | Yieldmax Coin Option Income Strategy ETF | 1 |
| EPD | Enterprise Products Partners Units | 0 |
| ET | Energy Transfer Units | 4 |
| FEPI | Rex Fang & Innovation Equity Premium Income ETF | 0 |
| GSBD | Goldman Sachs Bdc | 1 |
| HIW | Highwoods Properties REIT | 1 |
| HSY | Hershey Foods | 1 |
| IEP | Icahn Enterprises Units | 8 |
| JEPI | Jpmorgan Equity Premium Income ETF | 1 |
| JEPQ | Jpmorgan Nasdaq Equity Premium Income ETF | 5 |
| JEPY | Defiance S&P 500 Enhanced Options Income | 5 |
| JNJ | Johnson & Johnson | 1 |
| KHC | Kraft Heinz | 1 |
| KO | Coca-Cola | 1 |
| MO | Altria Group | 1 |
| MPLX | Mplx Common Units | 2 |
| NEP | Nextera Energy Partners Units | 1 |
| NNN | NNN REIT Ord | 1 |
| OCSL | Oaktree Specialty Lending | 1 |
| PBR | Petroleo Brasileiro ADR Reptg 2 | 15 |
| PEP | Pepsico | 1 |
| PFE | Pfizer | 1 |
| PLD | Prologis REIT | 0 |
| RIV | Rivernorth Opportunities Fund | 1 |
| VICI | VICI Pptys | 1 |
| Total Shares: | 73 |