The Income Investing Strategy is a conservative strategy in which, despite requiring a high current yield, it is expected that the yield be fairly stable and reliable. The yield is often looked at as income and used for living expenses. Generally, but not necessarily, this strategy is most suitable for a higher age range with a real or perceived shorter time horizon. To some extent, this strategy is used for bond replacement.
Source inspirationPortfolio net | $6,303.47 |
---|---|
Holdings | 8 |
Estimated dividend earnings (this year) | $491.23 |
Estimated dividend yeild % (this year) | 7.79% |
Name | Ticker | Sector | Cap | Avg Price | Div % | Weight | Shares | Invested | Dividend | ||
---|---|---|---|---|---|---|---|---|---|---|---|
T | AT&T Inc. | Communication Services | 172.3B | $24.32 | 2.08% | 6.56% | $413.44 | $8.60 | |||
MO | Altria Group, Inc. | Consumer Defensive | 91.6B | $48.53 | 3.44% | 10.78% | $679.42 | $23.37 | |||
LMT | Lockheed Martin Corporation | Industrials | 107.7B | $387.99 | 10.40% | 67.71% | $4,267.89 | $443.86 | |||
AZN | AstraZeneca PLC | Healthcare | 139.5B | $53.27 | 1.40% | 6.76% | $426.16 | $5.97 | |||
OHI | Omega Healthcare Investors, Inc. | Real Estate | 8.5B | $35.77 | 2.68% | 4.54% | $286.16 | $7.67 | |||
WBK | Westpac Banking Corporation | Financial Services | 75.6B | $20.27 | 0.79% | 2.25% | $141.89 | $1.12 | |||
TEF | Telefónica, S.A. | Communication Services | 26.1B | $4.81 | 0.46% | 0.53% | $33.67 | $0.15 | |||
NLY | Annaly Capital Management, Inc. | Real Estate | 12.8B | $9.14 | 0.88% | 0.87% | $54.84 | $0.48 | |||
100.00% | $6,303.47 | $491.23 |
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