“Verbatim

“I personally own in between 30 and 35 companies, generally speaking, in our portfolio. So we'll have companies that are 4% of the portfolio at purchase and some that are 1.5% to 2%. We don't go lower than that because we want it to matter.”

Masters in Business · At The Money: Can Dividend Investing Give You Yield AND Growth?

Play from 21:00
21:00

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

maintain a dividend-growth portfolio of 30-35 companies, allocating each new holding at 1.5%-4% of the portfolio to stay diversified yet meaningful

30-35 companies; 1.5%-4% per position

Said nearby on the same subject

“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
KP
Kelvin Pang
Thoughts on the Market ·
Why it worked target 7.5% return, ~4% volatility Share this moment
“The metaphor of this funny sloth mascot that we have. In the US asset allocation portfolios are wonderful, but they're very slow.”
AB
Andrew Beer
Top Traders Unplugged ·
Why it worked Share this moment
“From 1926 through 2025, a diversified portfolio… S&P 500 generated a return of about 10.5% a year. Small cap… 12.66% a year”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
Hard number S&P 500 10.5 % annual return (1926-2025); Small-cap 12.66 % annual ret… Share this moment
“When the market is down, we leave the diversified stock portfolio alone. We take your income out of your safe, protected accounts that have not lost any money.”
♫
Said on Retire Right Radio
Why it worked Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.