119 - Portfolio Reveal: Dividend Machines, Yield… and Growth?!
Description
It’s time for a ticker parade. In this episode, we reveal what’s really in the bag—our current retirement and van-life portfolio holdings. This is your backstage pass to everything we’re holding right now, from classic dividend machines to the growth stocks we rarely talk about.
Here’s what you’ll hear:
- 📊 Dividend growers like OZK, PEP, and UPS quietly compounding
- 💸 High-yield income plays like HTGC, TRIN, and ARLP
- 🏠 REITs like LTC and STWD positioned for long-term demographic trends
- ⚡ Weekly payers (YieldMax vs Roundhill) and which ones are delivering vs imploding
- 🚀 Growth stocks we rarely mention—including NVDA, CMG, and ASTS
This episode sets the stage for next week’s earnings breakdown by showing you the full portfolio context—what we’re holding, why we’re holding it, and where the biggest opportunities are.
We didn't have time to cover 75+ tickers, but have the full list --> HERE
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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.
Episode music was created using Loudly.
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