Investments - Dividend Portfolio and Best Dividend Investments

My Dividend Investing Portfolio


Dividend Driven's DRIVE Fund

.

Number Of Investments

Investments we select should be growing over time and well diversified. The majority of my ETF's are focused on dividend paying US companies, but all of them pay distributions which I plan to live on comfortably during my retirement. I've found that ETF's give me the maximum exposure to great dividend paying stocks with a small upfront investment. I also believe that trying to pick only winning stocks is harder than trying to beat an entire indexes performance consistently. Currently all of my investments are held with Fidelity Investments. My plan is to continue contributing the majority of my savings into my retirement accounts and continue contributing smaller amounts to a taxable brokerage account. (Dividends Reinvested Increase Value Exponentially)


Roth 401(k)

SYMBOL

CAPITAL INVESTED

MARKET VALUE

WEIGHT

ANNUAL INCOME

$14,775.43

$20,054.21

4.51%

$402.12

CFA

$15,023.25

$16,575.42

3.73%

$218.01

DLN

$15,023.77

$16,513.50

3.71%

$461.83

DON

$15,010.63

$16,081.31

3.61%

$386.48

DTD

$15,483.35

$15,628.10

3.51%

$434.20

IVV

$15,121.08

$16,071.39

3.61%

$297.26

VNQ

$15,163.34

$15,655.56

3.96%

$616.69

VTI

$15,029.00

$17,208.69

3.87%

$322.29

VTV

$15,026.68

$15,522.14

3.49%

$391.83

VUG

$15,144.95

$16,383.77

3.68%

$185.51

Roth IRA

SYMBOL

CAPITAL INVESTED

MARKET VALUE

WEIGHT

ANNUAL INCOME

$15,030.00

$16,997.75

3.82%

$416.67

DIA

$23,632.00

$27,422.46

6.16%

$554.29

$15,010.94

$16,091.96

3.62%

$645.82

SPY

$15,038.55

$15,888.26

3.57%

$284.15

VOO

$15,098.33

$15,970.61

3.59%

$303.20

Traditional IRA

SYMBOL

CAPITAL INVESTED

MARKET VALUE

WEIGHT

ANNUAL INCOME

$15,23.20

$17,707.34

3.98%

$389.38

DVY

$15,727.87

$17,218.21

3.87%

$568.98

$15,059.00

$17,958.06

4.04%

$222.58

$15,081.50

$17,237.59

3.87%

$456.14

QDF

$15,021.30

$16,455.76

3.70%

$437.20

QQQ

$15,646.00

$18,907.24

4.25%

$146.81

$15,048.00

$16,960.59

3.81%

$488.97

SDY

$15,060.80

$17,294.06

3.89%

$414.87

VIG

$15,105.69

$18,226.72

4.10%

$340.29

VYM

$15,019.20

$16,612.25

3.73%

$511.41

Brokerage Account

SYMBOL

CAPITAL INVESTED

MARKET VALUE

WEIGHT

ANNUAL INCOME

$1,038.54

$1,070.61

0.24%

$19.44

$1,033.35

$1,062.53

0.24%

$19.43

$1,046.12

$1,084.39

0.24%

$11.47

$1,027.20

$1,057.55

0.24%

$19.74

$1,011.81

$1,062.41

0.24%

$17.69

VOO

$1,049.75

$1,076.64

0.24%

$20.44

VTI

$1,025.97

$1,054.18

0.24%

$19.74

HSA

SYMBOL

CAPITAL INVESTED

MARKET VALUE

WEIGHT

ANNUAL INCOME

$2,640.04

$4,985.78

1.12%

$100.72

Dividend Income By Account

Dividend Income Weights By Account

Investment Weights By Sector


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