portfolio model
10 articles in this category. Explore dividend ETF analysis, portfolio models, and strategy insights aligned to this topic.
portfolio model
The "Sleep Well" Portfolio: The Perfect 50/50 Split
The ultimate set-and-forget strategy using SCHD and JEPI.
portfolio model
The "Tax-Free" Roth Build: Maximizing Your IRA
How to use REITs and BDCs to create a tax-free income machine.
portfolio model
The "Yield Max" Speculator: How to Gamble Responsibly
A 90/10 satellite strategy using TSLY/NVDY to boost yield.
portfolio model
The Growth Transition: A Dividend Glidepath by Age
How to shift from VIG to JEPI as you approach retirement.
portfolio model
The "Ultra-Safe" Treasury Ladder: 5% Yield, Zero Risk
Beating the bank with SGOV and USFR. State tax exempt.
portfolio model
The 30/30/40 Income Allocation Model
A balanced approach: 30% growth, 30% high yield, 40% stability for sustainable income.
portfolio model
The $500k Retirement Portfolio
A complete portfolio allocation for a $500k nest egg.
portfolio model
Core Fortress Only: $2k/Month on $200k
Generating reliable monthly income without yield traps.
portfolio model
The 60/40 Income Alternative
Why the traditional portfolio is dead for income seekers.
portfolio model
Retiree's Choice: Stability First
Prioritizing NAV preservation over maximum yield.