Dividend Growth Portfolio

This table represents the holdings in my dividend growth portfolio. The goal of this portfolio is to provide strong dividend growth that compounds at a rate of 10% or more per year. Meeting this goal over a multi-decade time period will allow me to reach financial independence and the opportunity to retire early if desired. As of December 2022 my portfolio had a weighted 5 year dividend CAGR of 14.06% and dividend yield of 2.02%.

Retirement Portfolio

This table represents the holdings in my retirement accounts. The goal of this portfolio is to be hands-off and dollar cost average into broad market index funds. These investments serve as the foundation of my portfolio, adding both diversification and an insurance policy in the event my individual stock picks don’t pan out.