I maintain a sample high-yield dividend portfolio, and you can read all of the details in this article.
Here’s the current list:
This page keeps track of portfolio moves over time, for record-keeping.
03/09/2018: $250,000
Initiated the virtual portfolio with $250,000 in cash.
Purchased at the closing price on March 9:
- 300 shares of BIP @ 41.27
- 300 shares of BEP @ 30.44
- 500 shares of EPD @ 25.84
- 200 shares of SEP @ 38.95
- 200 shares of MMP @ 63.29
- 200 shares of MAIN @ 36.95
- 100 shares of VTR @ 49.36
- 50 shares of AAPL @ 179.98
- 50 shares of TXN @ 111.53
- 100 shares of INTC @52.19
- 50 shares of MSFT @ 96.54
- 100 shares of SBUX @ 58.46
- 100 shares of DFS @ 78.24
- 100 shares of SYF @ 37.28
- 100 shares of TRV @ 142.30
- 100 shares of LAZ @ 56.07
- 50 shares of CLX @ 131.57
- 50 shares of RGLD @ 81.98
- 400 shares of VNQ @ 75.58
- 100 shares of VPU @ 109.09
- 200 shares of VYMI @ 67.74
- 300 shares of IEMG @ 59.95
- 300 shares of EWS @ 27.06
- 200 shares of RSX @ 23.48
- 100 shares of RSXJ @ 43.39
Leftover cash: $12,791
S&P 500 Reference: 2786.57
S&P 500 TR Reference: 5454.03