Hey! Hey! I would like to ask about your portfolio allocation in terms of how many positions you focus on dividend stocks and how many on growth stocks and possibly other assets?
I have it about 50/50, the one half which is dividend stocks makes up sort of the stable part of the portfolio, while in the other half I have some big tech, pharmaceutical companies and a few "play" positions where it may or may not shoot up.
I have a large portion in growth stocks where I see potential and a small portion for stability in more stable stocks.
So I have 70% in defensive and dividend stocks and 30% in growth stocks.
For me, it's about 80% growth companies and 20% dividend companies. As I get older, I will gradually increase the proportion in dividend companies.
I have most of the grows, but it's not as prevalent as it used to be. I've been buying a lot of just dividend titles as well.
The bulk of it is now definitely growths. I'd say about 70 to 30, but when I'm haunted I'll try to balance it out here so I don't have to deal with it so much and the risk is lower.