This strategy presents a dividend portfolio designed to generate income today while growing steadily over time. It combines two core ETFs—SCHD and SCHO—with a handpicked selection of 10 high-yield stocks and 5 dividend growth companies.
The result is a well-diversified portfolio with a 3.88% Dividend Yield and a 9.07% 5-Year Dividend Growth Rate, offering significantly higher long-term income potential than popular ETFs like VOO or VYM.
Key positions include reliable income generators such as Ares Capital, Altria, and Realty Income, as well as growth-focused tech giants like Apple, Alphabet, and Meta Platforms.
Carefully selected based on valuation, earnings growth, payout ratios, and volatility, most companies in the portfolio have a P/E ratio under 15 and a Beta below 1, helping to reduce risk.
With 60% of the portfolio invested in large-cap value stocks and 10% in short-term U.S. Treasuries, this approach balances income stability with long-term growth potential.
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