$2.5m follower assets
My investing strategy
My long term investing strategy consists of mostly ETFs. I like to use M1 Finance because I can group multiple ETFs and stocks together into pies essentially creating my own ETF. ETFs are great because they can provide safety and consistency.
Here’s the break down of my pies on M1 Finance:
30% Income ETF: this pie includes ETFs that pay a high dividend yield and 2 that are tax advantaged. This includes $EVT $QYLD $RYLD $XYLD $HDV $DVY $HTD $JEPI $NUSI $UTG
25% Growth ETF: this includes ETFs with growth potential and different objectives and holdings. This includes $ENFR $DGRO $SCHD $VGT $EELV $VNQ
25% MLP: this includes master limited partnerships. These are a different type of investment that can offer high returns and tax advantages. This includes $AB $CEQP $EVA $MPLX $MMP $USAC
20% Dividend growth ETF: this is my own ETF I made of stocks with growth and consistent dividends. This includes $AAPL $ABBV $ABR $APTS $AVGO $BLK $BAC $BCE $BMO $BP $BXMT $CAT $CSCO $CVX $ENB $EQR $ESS $HRZN $HTA $IIPR $JPM $KB $KIM $KO $LYB $MMM $MO $MPW $MSB $MSFT $NEWT $NKE $O $OHI $OKE $PRU $RY $SBLK $SKT $STAG $STWD $TD $TGT $VZ $WPC $XOM
I use my Fidelity account to pick individual growth stocks and my TD Ameritrade account to swing trade.
Strategy: growth and income, mix of high and moderate risk
Dividend yield: 5.95%
Last year return: 12.29%
M1 Finance total holdings: 68 (16 ETFs)
Thanks for sharing about your ETF strategy—
I think I remember hearing a bit about your Master Limited Partnership investing a while ago. I forget, what we’re the tax benefits associated with those?