Dividend Harvesting Portfolio Week 272: $27,200 Allocated, $3,009.74 In Projected Dividends

The Dividend Harvesting Portfolio surpassed $3,000 in forward dividend income, achieving a 7.82% yield and 41.58% return on invested capital. I am capitalizing on rate-sensitive opportunities, notably adding to Starwood Property Trust (STWD) at an 11.27% yield amid market overreaction to rate hike fears. Portfolio discipline remains: no position exceeds 5% or sector 20%, with a focus on diversifying beyond ETFs and REITs toward individual equities and energy.
Open original source