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054 - How Our Conservative Portfolio Is Beating The 2024 Market
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Most conservative portfolios generate between 5 and 6% yield, but ours is beating the current market by a full percent! That's huge for a safety-focused portfolio.
We always say that the right strategy can give you both earnings and safety. And today, we’re going to show you what that looks like with our current retirement portfolio holdings.
Cutting stocks that will impact your performance is key. We’ve sold a few and picked up others since our last portfolio update in Episode 25. The other vital aspect is buying at the right price.
You can check out more show notes and the full portfolio here.
Stocks we've sold since our last update.
- CWH
- TSLY
- Half of MMM
- SLVO
- USOI
- Half of AFG
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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.
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