Market Performance: A 2-Year Review
The past two years have been remarkable for the markets. Since 2023, the S&P 500 has experienced a significant gain of approximately 27%. The Nasdaq 100, heavily influenced by the technology sector, has seen an even more impressive increase of 42%. This trend is not isolated to the past two years; the last decade has also been notable.
High Income DIY Portfolios: A Stable Approach
For investors seeking stable, long-term passive income with sustainable yields, the “High Income DIY Portfolios” Marketplace service offers vital information and portfolio/asset allocation strategies. Designed for income-investors, including retirees or near-retirees, the service provides seven portfolios: three buy-and-hold, three rotational portfolios, and a three-bucket NPP model portfolio. This includes two high-income portfolios, two DGI portfolios, and a conservative NPP strategy portfolio with low drawdowns and high growth.
Investment Experience and Strategy
With 25 years of investment experience, Financially Free Investor focuses on investing in dividend-growing stocks with a long-term horizon. Applying a unique three-basket investment approach, the aim is for 30% lower drawdowns, 6% current income, and market-beating growth on a long-term basis.
Important Considerations
It is essential to note that past performance does not guarantee future results. The information presented is for informational purposes only and should not be construed as financial advice or a recommendation to buy or sell any stock. Always conduct further research and due diligence before making any investments.
Disclaimer
The author is not a financial advisor, and the stock portfolios presented are model portfolios for demonstration purposes. The complete list of LONG positions can be found on the author’s profile.
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