Romes Blog

Investing, Dividends, Financial News, and my Personal Portfolio.

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%

TickerStockShares
ABRArbor Realty Trust REIT2
ARRArmour Residential REIT1
CLMCornerstone Strategic Value Closed15
CONYYieldmax Coin Option Income Strategy ETF1
EPDEnterprise Products Partners Units0
ETEnergy Transfer Units4
FEPIRex Fang & Innovation Equity Premium Income ETF0
GSBDGoldman Sachs Bdc1
HIWHighwoods Properties REIT1
HSYHershey Foods1
IEPIcahn Enterprises Units8
JEPIJpmorgan Equity Premium Income ETF1
JEPQJpmorgan Nasdaq Equity Premium Income ETF5
JEPYDefiance S&P 500 Enhanced Options Income5
JNJJohnson & Johnson1
KHCKraft Heinz1
KOCoca-Cola1
MOAltria Group1
MPLXMplx Common Units2
NEPNextera Energy Partners Units1
NNNNNN REIT Ord1
OCSLOaktree Specialty Lending1
PBRPetroleo Brasileiro ADR Reptg 215
PEPPepsico1
PFEPfizer1
PLDPrologis REIT0
RIVRivernorth Opportunities Fund1
VICIVICI Pptys1
Total Shares:73

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