The Dividend Harvesting Portfolio achieved a 42.41% return on invested capital, now yielding $3,037 in forward annualized dividends (7.78% yield, 11.08% yield on cost). I continue to add to rate-sensitive assets like Realty Income (O) and QQQI, expecting a favorable rate environment and market upside toward S&P 8,000 in 2026. Portfolio diversification remains a priority, with individual equities at 40.12% and a focus on increasing energy sector exposure for future growth.
Dividend Harvesting Portfolio Week 274: $27,400 Allocated, $3,037 In Projected Dividends
Source: Seeking Alpha