What’s In Your Portfolio?

A few weeks ago, Mark reached out me to let me know he was starting a new series on his finance blog, My Own Advisor. The series was going to discuss the portfolios and investment strategies of various bloggers and financial experts. He called the series What’s In Your Portfolio? Mark wanted to ask various bloggers and financial experts what’s in their portfolios.  More specifically, he wanted to find out what their investing goals were, learn about their investing strategies, and uncover some ...

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Building My Portfolio for Retirement, with Dividends and Bonds

In my mid to late 40’s, my focus of late has been more on planning for retirement and how I will generate a consistent monthly income to fund my retirement. I find myself in between the need to increase my portfolio through capital appreciation, but also for the need to generate monthly income in retirement. I can take early retirement nine years from now, and I fully plan on doing so! What I will need at that time is monthly income. I’ve weighed the pros and cons. I’ve come to the conclusion ...

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