1. The Schwab U.S. Dividend Equity ETF (SCHD) is concentrated in Consumer Staples, Energy, and Health Care but lacks diversification in Materials, Utilities, and Real Estate. 2. To address this, the author adds Cohen & Steers Quality Income Realty Fund (RQI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) to enhance exposure to Real Estate and Technology sectors. 3. The portfolio achieves a 6.09% weighted average dividend yield and a 6.72% 5-year dividend growth rate, offering strong income potential and reduced risk through diversification.
Related Articles
- Buy, Buy, Bad Week. Time To Get Greedy5 months ago
- A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement6 months ago
- It Is The Right Time To Be A Retirement Income Investor9 months ago
- BDC Weekly Review: Tax-Loss Season Is Approaching10 months ago
- Stress-Free $5,000 Monthly Income Portfolio To Fund Your Retirement10 months ago
- The Ultimate Portfolio Structure For Stress-Free High Current Income11 months ago
- 2 Lessons From BDCs That Recently Cut Their Dividends11 months ago
- How To Allocate $100,000 In A Dividend Portfolio: A Strategic Guide For Income And Growthabout 1 year ago
- My 3 Worst High-Yield Investments Everabout 1 year ago