Dividend Paying Stock Portfolio
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4803heightsApril 05, 25 | Posted in general
Do the screens just pick the 10 stock portfolio & has the selection been the same for awhile? Seems like a no-brainer way to go based on performance, ease, expense. Just trying to get some clarity on this lazy portfolio.
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Dmitry ShevchenkoApril 07, 25
Yes, this portfolio's composition hasn't changed since its creation around five years ago. No positions are expected to be added or removed, unless some stocks are delisted.
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4803heightsApril 07, 25
Mr. Shevchenko,
Appreciate the reply, alot of the lazy portfolios have history/story behind them. This particular portfolio does not, & trying to get comfortable with it before I commit capital.
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4803heightsApril 08, 25
Not defined in the Lazy Portfolios, but backtesting VIG 45%, DON 10% & SCHD 45% from 1/1/2012-04/07/2025 = a annualized return of 11.4%/max drawdown 20.8%. Worst yr -9.51%. Narrowing it down & eliminating DON, 2 funds/50/50 raises performance/11.5 annulized return, max drawdown/19.1%. Having fun trying to formulate a simple conservative portfolio that can achieve modest returns.
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