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I will use this portion of the blog to list the Millennial Income Project portfolio holdings here along with its estimated yield. I also plan to list any other pertinent portfolio information here as well. If you have suggestions on how to improve this page, please let me know! Thank you for reading!
|Ticker||Description||Holding Weight||Income Weight||Yield at Cost|
|VNQ||U.S. Property REITs||15%||9%||3.9%|
|DVY||U.S. Dividend Stocks||13%||7%||3.6%|
|ETV||S&P 500 Buy-Write||10%||15%||8.7%|
|VYM||U.S. Dividend Stocks||6%||3%||3.1%|
|TAO||Intl Real Estate||2%||2%||5.8%|
|IDV||Intl Dividend Stocks||2%||2%||5.7%|
|IFGL||Intl Real Estate||1%||1%||4.2%|
S&P 500 Total Return (5/31/2018): 2%
YTD Total Return (5/31/2018): 2%
Currently matching the market with less volatility. P/E at 14 and Correlations generally around 0.5.
The portfolio above is not necessarily in an “optimal” state. The percentages are not targets, just where they exist today. What I am looking to the crowd for is help optimizing the weights of each investment to reduce the portfolio’s correlation and improve it’s performance.