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RE: Phrejd's Dividend Portfolio™ - Highly Anticipated Conclusion
Posted on: August 22, 2025 at 14:48:04 CT
meatiger MU
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I kept some of the original ones you had on the list. Still have a few. Kohls, yikes.
I see you got rid of the cruise stocks. Those have been great.
you also took some that got beat down more than usual in the COVID era and got some extra returns on those.
I also went in and bought a bunch of banks and bank ETFs when those got beat down. They all gave me some nice upside, and I consolidated them and cashed out a bit.
While, yes, the individual volatility can be painful some, that also gives you the best opportunities to outperform if you have some time to do a bit of research. the problem with ETFs and index funds is you are forced to buy the bad stocks with the good, and most managed funds have higher fees, so you lose a lot of your potential advantage gained, and they get so big, they end up basically being an index fund because they HAVE to buy so many stocks.
I am coming up on about 20 years doing some of my own investing (just discretionary money, not retirement), and it is fun. There are years where I can put some extra money in it, and some years I cannot. I should have it grown enough that when I retire, I can take some nice vacations every year just using that money.
I see you got rid of the cruise stocks. Those have been great.
you also took some that got beat down more than usual in the COVID era and got some extra returns on those.
I also went in and bought a bunch of banks and bank ETFs when those got beat down. They all gave me some nice upside, and I consolidated them and cashed out a bit.
While, yes, the individual volatility can be painful some, that also gives you the best opportunities to outperform if you have some time to do a bit of research. the problem with ETFs and index funds is you are forced to buy the bad stocks with the good, and most managed funds have higher fees, so you lose a lot of your potential advantage gained, and they get so big, they end up basically being an index fund because they HAVE to buy so many stocks.
I am coming up on about 20 years doing some of my own investing (just discretionary money, not retirement), and it is fun. There are years where I can put some extra money in it, and some years I cannot. I should have it grown enough that when I retire, I can take some nice vacations every year just using that money.
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RE: Phrejd's Dividend Portfolio™ - Highly Anticipated Conclusion - meatiger MU - 8/22 14:48:04
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