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Art...I personally favor SCHD, but I have a significant allocation to individual REITs and dividend paying stocks, so SCHD is icing on the cake.
As an alternative, if you have no significant REIT exposure, SPHD would be worthy of a serious look as it folds a slice of REITs into a mix of dividend paying stocks, with a plumper yield as a result.
Below are some funds that I own (by sleeve and my classification) that kick off some good income.
In world equity I use CWGIX, DEQAX & EADIX
In domestic equity I use ANCFX, FDSAX & SVAAX
In global hybrid I use CAIBX, PMAIX & TIBAX
In domestic hybrid three I favor of seven owned are AMECX, FRINX & HWIAX.
In hybrid income three I favor of seven owned are APIUX, FKINX & PGBAX
In tactical hybrids (income) I use BAICX & PCGAX
Funds of funds I use CTFAX, ISFAX & LABFX
Multi sector bond funds I use LBNDX, NEFZX & TSIAX
I am not saying these are the current very best funds to own; but, they are the ones I have would up with through my many years of investing; and, I feel they have treated me well.
Know that I own some other funds as well (in the growth area of my portfolio) that kick off some good income in the form of capital gains with some paying dividends as well
Global growth sleeve I own ANWPX, SMCWX & THOAX
Large mid cap sleeve I own AGTHX, AMCPX & SPECX
Small mid cap sleeve I own IIVAX, PCVAX & PMDAX
Specialty & theme sleeve I own LPEFX, NEWFX & PGUAX
In short words most funds that I own kick off some good income in some form and fashion. Usually, my portfolio's distribution yield usually runs from a range of 4 to 6 percent which includes interest, dividends and capital gain distributions. Over the past five years my total return ranges form 8 to 12 percent. Generally, I take no more than one half of my five year average return has been. In this way, principal builds over time.
Comments
Regards,
Ted
Stocks:
T
VZ
APO
BX
PFE
Preferred Stocks:
CIM-A
ALLY-A (Possible call in December)
Equtiy Funds:
VWINX
VWENX
FAGIX
Bond Funds:
PONAX (The clear choice)
PBDAX
LSBRX
EVBAX
Regards,
Ted
As an alternative, if you have no significant REIT exposure, SPHD would be worthy of a serious look as it folds a slice of REITs into a mix of dividend paying stocks, with a plumper yield as a result.
Below are some funds that I own (by sleeve and my classification) that kick off some good income.
In world equity I use CWGIX, DEQAX & EADIX
In domestic equity I use ANCFX, FDSAX & SVAAX
In global hybrid I use CAIBX, PMAIX & TIBAX
In domestic hybrid three I favor of seven owned are AMECX, FRINX & HWIAX.
In hybrid income three I favor of seven owned are APIUX, FKINX & PGBAX
In tactical hybrids (income) I use BAICX & PCGAX
Funds of funds I use CTFAX, ISFAX & LABFX
Multi sector bond funds I use LBNDX, NEFZX & TSIAX
I am not saying these are the current very best funds to own; but, they are the ones I have would up with through my many years of investing; and, I feel they have treated me well.
Know that I own some other funds as well (in the growth area of my portfolio) that kick off some good income in the form of capital gains with some paying dividends as well
Global growth sleeve I own ANWPX, SMCWX & THOAX
Large mid cap sleeve I own AGTHX, AMCPX & SPECX
Small mid cap sleeve I own IIVAX, PCVAX & PMDAX
Specialty & theme sleeve I own LPEFX, NEWFX & PGUAX
In short words most funds that I own kick off some good income in some form and fashion. Usually, my portfolio's distribution yield usually runs from a range of 4 to 6 percent which includes interest, dividends and capital gain distributions. Over the past five years my total return ranges form 8 to 12 percent. Generally, I take no more than one half of my five year average return has been. In this way, principal builds over time.
Old_Skeet