Stock Portfolio Details
In-depth look at my dividend-focused stock holdings
Total Value
$19,138.5
+$1836.00 (10.61%)Annual Dividends
$248.80
1.30% YieldMonthly Income
$20.73
Passive IncomeHoldings
1
PositionsIndividual Holdings
| Ticker | Name | Shares | Avg Price | Current | Value | Return | Yield | Annual Div | Allocation |
|---|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 45 | $384.50 | $425.30 | $19138.50 | $1836.00 (10.61%) | 1.3% | $248.80 | 18.5% |
Sector Allocation
ETF
18.5%Holdings:VOO
Investment Strategy
My stock portfolio is built around dividend income with a focus on:
• Dividend Growth: Companies with a history of increasing dividends
• High Yield: REITs and mature companies with higher yields
• Sector Diversification: Spread across healthcare, consumer staples, utilities
• ETF Core: Low-cost index funds form the foundation
• Regular Rebalancing: Quarterly reviews to maintain target allocations